Best Investors
Account
Sign in
Best Investors
Account
Sign in
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-08 |
Branch Locations
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apple | El Pao | TX | 11/2019 | 02/2020 |
| Fidelity Investments | Westlake | TX | 04/2024 | 10/2024 |
| University Of Texas At El Paso | El Paso | TX | 02/2018 | 06/2022 |
| Souper Salads | El Paso | TX | 09/2015 | 11/2017 |
| Merrill Lynch | Houston | TX | 06/2022 | 02/2024 |
| Unemployed | El Paso | TX | 11/2017 | 01/2018 |
| Equitable Advisors, Llc | New York | NY | 10/2024 | 12/2024 |
| Unemployed | Houston | TX | 03/2024 | 04/2024 |
| Ryan Wells | Houston | TX | 10/2024 | 12/2024 |
| Victory Financial Group Dba Capitalwise Wealth Management | Houston | TX | 12/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2025 | Present |
1.) Victory Financial Group DBA Capitalwise Wealth Management. Investment- Related. At Registered location. RIA. IAR. 12/2024. 160. 160. Account Maintenance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-09 |
Reach out to this advisor