Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2018 | 09/2024 |
| University Heights Baptist Church | Huntsville | TX | 06/2015 | 07/2018 |
| Raymond James Financial Services, Inc. | Tomball | TX | 10/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Tomball | TX | 10/2024 | Present |
| Woodforest Wealth Strategies | Tomball | TX | 10/2024 | Present |
| Woodforest National Bank | Tomball | TX | 10/2024 | Present |
| Young Living Essential Oils | Lehi | UT | 03/2014 | Present |
| Woodforest Financial Services | Tomball | TX | 11/2024 | Present |
(1)Name of Business: Address: 211 Terrain View Ct, Willis, TX, 77318, United States Activity Type: Other Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a multi level marketing activity that my wife controls but it is reported under my social security number. (2)Name of Business: Pop's Storehouse and Shop Address: 409 Industrial BLVD, Borger, TX, 79007, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 09/21/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a partner in a 2 acre storage and rental facility in Borger, TX. (3)Name of Business: Woodforest Financial Services Address: 14235 FM 2920 Rd, Tomball, TX, 77377-5505, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 10/11/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (4)Name of Business: Woodforest Wealth Address: 14235 FM 2920 Rd, Tomball, TX, 77377-5505, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/11/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-08 |
Reach out to this advisor