Best Investors
Account
Sign in
801 Barton Springs Rd, Austin, TX 78704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-23 |
| TX | RA | APPROVED | 2024-04-12 |
Branch Locations
Centennial, CO • United States
801 Barton Springs Rd, Austin, TX 78704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cain Watters & Associates | Plano | TX | 09/2021 | 07/2022 |
| Cain Watters & Associates | Frisco | TX | 05/2020 | 07/2022 |
| Student | Robinson | TX | 10/2019 | 05/2020 |
| Jrbt | Waco | TX | 02/2018 | 10/2019 |
| Texas A&M University | College Station | TX | 05/2015 | 05/2018 |
| Texas A&M University | College Station | TX | 11/2015 | 03/2017 |
| Mills Wealth Advisors, Llc | Southlake | TX | 07/2022 | 06/2023 |
| Root Financial Partners | Solana Beach | CA | 11/2023 | Present |
| Empower Retirement | Greenwood Village | CO | 07/2023 | 10/2023 |
Chelsea Gonzales, CPA, CFP® - No - 8404 Blacktail Trail McKinney, TX 75070 - Business Planning - Planner/Owner - 11/2022 - 1 hour/month devoted to the other business - 0 hours/month devoted to the other business during securities trading hours - Business efficiently and tax planning analysis Chelsea and her husband own RJSC, LLC, where they offer strength and conditioning training to clients in the Denver area. He runs the day-to-day operations. Chelsea has a CFO role and will handle all financial duties on the weekends, outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-23 |
Reach out to this advisor