Best Investors
Account
Sign in
Best Investors
Account
Sign in
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-06 |
| FL | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED | 2024-05-08 |
Branch Locations
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elgin Isd | Elgin | TX | 07/2014 | 06/2018 |
| Axa Advisors, Llc | Austin | TX | 06/2018 | 11/2019 |
| Purshe Kaplan Sterling Investments, Inc | Jacksonville | FL | 12/2019 | 01/2024 |
| Thrivent Advisor Network, Llc | Austin | TX | 06/2020 | 12/2022 |
| 49 Wealth Management Llc | Austin | TX | 01/2023 | 05/2024 |
| Pks Advisory Services, Llc | Albany | NY | 01/2020 | 07/2020 |
| Axa Advisors, Llc | Austin | TX | 10/2019 | 11/2019 |
| Financial Gravity Family Office Services, Llc. | Austin | TX | 05/2024 | Present |
Wurst Friends, LLC. a non-investment related company as the owner of Short Term Real Estate Rental since 05/2021. Located at 602 Houston Street Austin, TX 78756. Dedicating 5 hours a month, 0 hours during security trading hours. Financial Gravity Enhanced Markets, LLC, an investment related company as an Independent Agent since 12/15/2023. located at 2501 Ranch Road S 620, Suite 110 Austin, TX 78734. Licensed and registered to sell life, accident, and other lines of insurance for Financial Gravity Enhanced Markets, LLC. dedicating approximately 5% of his time on insurance-related activities. Conflict of interest due to additional compensation on these products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-16 |
Reach out to this advisor