Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-30 |
Branch Locations
4900 Woodway Drive Suite 1250, Houston, TX 77056 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Houston | TX | 03/2009 | 03/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 03/2020 |
| Rbc Capital Markets, Llc | Houston | TX | 03/2020 | 08/2024 |
| Concurrent Investment Advisors Dba Wealth Partners Alliance | Houston | TX | 08/2024 | Present |
| Purshe Kaplan Sterling | Albany | NY | 09/2024 | 06/2025 |
1. Concurrent Investment Advisors dba Wealth Partners Alliance. Investment Related. At registered location. RIA. IAR - Relationship manager. 08/2024. 150. 130. Provide financial advice to clients, manages relationships. 2. Mahogany Bay Hilton, CURIO Collection by Hilton. Not Investment related. 409D Sea Grape Dr, Ambergris Caye, Belize. Rental Property. Owner. 1/2021.1.0. Owner, Receive Passive Income. 3. Fixed insurance. Not Investment related. At registered location. Insurance. Agent. 10/1/2024. 1.0. Provided insurance advice based on the client's needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-05 |
Reach out to this advisor