Best Investors
Account
Sign in
Best Investors
Account
Sign in
2019 E. Del Mar Blvd. Suite 100, Laredo, TX 78041 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-23 |
Branch Locations
2019 E. Del Mar Blvd. Suite 100, Laredo, TX 78041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Laredo | TX | 06/2019 | 11/2020 |
| Primerica Finanical Services | Laredo | TX | 06/2006 | 11/2020 |
| United Independent School District | Laredo | TX | 11/2015 | 08/2021 |
| New York Life Insurance Co | San Antonio | TX | 12/2020 | 01/2022 |
| Serv Pro Of Laredo | Laredo | TX | 02/2022 | 09/2022 |
| Cresta Advisors | Laredo | TX | 09/2022 | Present |
| Vista Hermosa Holdings, Llc | Laredo | TX | 12/2024 | Present |
Vista Hermosa Holdings, LLC; Not-investment related; Laredo, Texas; LLC for a rental property I own; Owner; Start date12/31/2024; Less than four; less than four during securities trading hours; LLC for rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-30 |
Reach out to this advisor