Best Investors
Account
Sign in
1130 E. Sonterra Blvd, Suite 130, San Antonio, TX 78258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-23 |
Branch Locations
1130 E. Sonterra Blvd, Suite 130, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc | San Antonio | TX | 04/2013 | 09/2017 |
| Sequent Planning, Llc | San Antonio | TX | 09/2017 | Present |
| Cornermen Financial, Llc | San Antonio | TX | 08/2022 | Present |
ADVISECORE, LLC POSITION: MEMBER NATURE: ENTITY USED TO OPERATE INSRUANCE SERVICES INVESTMENT RELATED: NO NUMBER OF HOURS: 0-20 INVESTMENT RELATED 01/14/2015 ADDRESS: 1130 E Sonterra Blvd, Suite 130, SAN ANTONIO TX 78258 DESCRIPTION: SELL FIXED INCOME PRODUCTS SPORTS PLAY BY PLAY BROADCAST; POSITION: BROADCASTER NATURE: SPORTS BROADCASTING (RADIO) INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 02/01/1992 ADDRESS: 18734 CASTELLANI SAN ANTONIO TX 78213 DESCRIPTION: SPORTS BROADCASTING (RADIO) FINANCIAL EDUCATION INSTITUTE- 501(c)(3), NP: POSITION: DIRECTOR EDUCATOR NATURE: TEACH ON HOW TO PLAN FOR RETIREMENT INVESTMENT RELATED: NO NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/2015 ADDRESS: 1130 E Sonterra Blvd, Suite 130, SAN ANTONIO TX 78258 DESCRIPTION: EDUCATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-29 |
Reach out to this advisor