Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-26 |
Branch Locations
270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intercontinental Wealth Advisors | San Antonio | TX | 10/2015 | 08/2019 |
| Pax Financial Group | San Antonio | TX | 08/2019 | Present |
SA Hope Center Non Profit that helps people meet their needs through in-depth case management and wrap-around social services Board Member since 01/2022 not investment related The Blood and Tissue Center Foundation - Board Member, since 2014, less than 2 hours per month, not investment related, and not a paid position Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-02-24 |
Reach out to this advisor