Best Investors
Account
Sign in
1200 Smith Street Suite 610, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-04 |
Branch Locations
1200 Smith Street Suite 610, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westside High School | Houston | TX | 08/2014 | 06/2018 |
| University Of Houston | Houston | TX | 08/2018 | 12/2021 |
| Best Brains Learning Center | Houston | TX | 09/2017 | 08/2018 |
| University Of Houston Finance Department | Houston | TX | 08/2018 | 05/2019 |
| Northwestern Mutual | Houston | TX | 06/2019 | 11/2020 |
| Mosaic Advisors | Houston | TX | 12/2020 | 03/2024 |
| Post Oak Private Wealth Advisors | Houston | TX | 04/2024 | Present |
Independent insurance agent since 10/2021; non-investment related. 1 hr/mo during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-07 |
Reach out to this advisor