Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-19 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
6565 N Macarthur Blvd Suite 460, Irving, TX 75039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lantana Golf Club | Lantana | TX | 05/2016 | 01/2020 |
| Lewisville Isd | Flower Mound | TX | 08/2016 | 06/2017 |
| Marty B's Backyard Barbecue | Bartonville | TX | 05/2018 | 08/2018 |
| Fidelity Investments | Westlake | TX | 06/2021 | 02/2024 |
| Flower Mound High School | Flower Mound | TX | 08/2013 | 05/2017 |
| University Of Arkansas | Fayetteville | AR | 08/2017 | 05/2021 |
| Doordash | Lantana | TX | 05/2019 | 04/2021 |
| Strategic Wealth Designers | Dallas | TX | 02/2024 | 09/2024 |
| Kestra Investment Services, Llc | Irving | TX | 11/2024 | Present |
| Kestra Advisory Services, Llc | Irving | TX | 11/2024 | Present |
Business Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/30/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Business Name: HALCYON WEALTH ADVISORS POSITION: 401k Relationship Manager NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/30/2024 ADDRESS: 6565 N MacArthur Blvd Suite 460, Irving TX 75039, United States DESCRIPTION: Overseeing and coordinating all aspects of retirement plans on a daily basis. Ensure client satisfaction and expand relationships with plan sponsors and participants, thereby enhancing the value Halcyon provides to its clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-29 |
Reach out to this advisor