Best Investors
Account
Sign in
Best Investors
Account
Sign in
111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-16 |
| TX | RA | APPROVED | 2024-04-12 |
Branch Locations
111 West Houston Street, San Antonio, TX 78205 • United States
7460 N State Highway 161, Irving, TX 75039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Veterans Security | San Antonio | TX | 01/2018 | 07/2018 |
| Our Lady Of The Lake | San Antonio | TX | 03/2016 | 01/2018 |
| New York Life Insurnance Co | San Antonio | TX | 08/2018 | 08/2022 |
| Nylife Securities Llc | San Antonio | TX | 09/2018 | 08/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2022 | 04/2024 |
| Frost Brokerage Services, Inc. | Carrollton | TX | 04/2024 | Present |
(1) Rental Properties; Not investment related; Godley, TX; Real Estate Rental Property; Proprietor; Started 04/2024; Approx. 3hrs/mo; Not during securities trading hours.; General maintenance and collection of rent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-25 |
Reach out to this advisor