Best Investors
Account
Sign in
Best Investors
Account
Sign in
4407 Bee Cave Rd. Suite 421, West Lake Hills, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-07 |
Branch Locations
4407 Bee Cave Rd. Suite 421, West Lake Hills, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avondale Wealth Management, Llc | Austin | TX | 11/2023 | 09/2024 |
| Whitley Penn | Austin | TX | 06/2021 | 10/2023 |
| Texas Tech University | Lubbock | TX | 02/2021 | 05/2021 |
| Texas Tech University | Lubbock | TX | 10/2019 | 02/2021 |
| Gary, Bowers And Miller | Lubbock | TX | 10/2019 | 10/2020 |
| Texas Tech University | Lubbock | TX | 06/2019 | 10/2019 |
| Texas Tech University | Lubbock | TX | 08/2018 | 05/2019 |
| Texas Tech University | Lubbock | TX | 03/2018 | 08/2018 |
| Texas Tech University | Lubbock | TX | 08/2017 | 03/2018 |
| Smithson Valley Hs | Spring Branch | TX | 07/2015 | 08/2017 |
| Avondale Wealth Management, Llc | West Lake Hills | TX | 09/2024 | Present |
1) Worldwide Capital Partners, LLC, Not investment related, Air BNB Rentals, Managing Member, 03/2022, 0 hours per month, not active. 2) TH2 Financial Services, LLC, not investment related, bookkeeping, Managing Member, 09/2023, 0 hours per month, not active.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-06 |
Reach out to this advisor