Best Investors
Account
Sign in
830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-02 |
Branch Locations
2929 Allen Parkway Ste 3000, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avalon Advisors, Llc | Houston | TX | 06/2020 | 05/2023 |
| Avalon Wealth Management, Llc | Houston | TX | 06/2020 | 05/2023 |
| Bok Financial | Houston | TX | 06/2019 | 07/2019 |
| Axa Advisors | Houston | TX | 06/2018 | 07/2018 |
| Athleta | Houston | TX | 05/2017 | 08/2017 |
| Baylor University | Waco | TX | 08/2016 | 05/2020 |
| Cipw Service Company, Llc | Toronto | 05/2023 | 07/2023 | |
| Corient | Houston | TX | 05/2023 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-12 |
Reach out to this advisor