Best Investors
Account
Sign in
801 Barton Springs Rd, Austin, TX 78704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-24 |
| CA | RA | APPROVED | 2024-09-27 |
Branch Locations
801 Barton Springs Rd, Austin, TX 78704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Wealth Partners | Tustin | CA | 12/2020 | 12/2021 |
| Fullerton College | Fullerton | CA | 08/2016 | 05/2018 |
| California State University | Fullerton | CA | 08/2018 | 05/2021 |
| Whittier Area Community Church | Whittier | CA | 02/2019 | 12/2020 |
| Root Financial Partners, Llc | Solana Beach | CA | 09/2024 | Present |
| Usa Financial Securities | Tustin | CA | 01/2022 | 09/2024 |
| Sterling Wealth Partners | Tustin | CA | 01/2022 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-02 |
Reach out to this advisor