Best Investors
Account
Sign in
7200 N. Mopac, Suite 315, Austin, TX 78731 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Antonio | TX | 08/2018 | 09/2021 |
| Td Ameritrade | Southlake | TX | 05/2018 | 08/2018 |
| Leadership And Ethics Institute Ut | Austin | TX | 06/2017 | 08/2018 |
| Victory Tutorial Program | Austin | TX | 09/2016 | 09/2018 |
| Ut Austin Health Services | Austin | TX | 08/2016 | 05/2017 |
| University Of Texas As Austin | Austin | TX | 08/2015 | 05/2019 |
| Charles Schwab & Co., Inc. | Austin | TX | 09/2021 | 07/2023 |
| Charles Schwab Bank, Ssb | Austin | TX | 09/2021 | 07/2023 |
| Austin Asset | Austin | TX | 08/2023 | Present |
CFP Board|Investment Related:No|1425 K St NW #800;Washington;DC;20005;United States|Education|Council Member|2023-01-05|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I would work with a group of 17 others to serve as a subject matter expert for the CFP® exam. I will help with the development, administration and scoring of the exam. I will have conference calls and meet with them 3 times a year around the time of each exam to discuss relevant business issues, review the upcoming exam, and complete activities required to maintain the item bank.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-14 |
Reach out to this advisor