Best Investors
Account
Sign in
40 Ne Loop 410 Suite 644, San Antonio, TX 78216 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
40 Ne Loop 410 Suite 644, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Plastic Surgery | Scottsdale | AZ | 05/2024 | 05/2025 |
| Bebek Family | Paradise Valley | AZ | 11/2023 | 05/2025 |
| Busy Bees Babysitting | Pheonix | AZ | 09/2023 | 05/2025 |
| The Rustic | San Antonio | TX | 05/2023 | 08/2023 |
| Arizona State University | Tempe | AZ | 07/2021 | 05/2025 |
| Target | Minneapolis | MN | 11/2020 | 12/2023 |
| Grabba Green Juice Bar | Edina | MN | 07/2019 | 10/2020 |
| Not Employed | Edina | MN | 07/2015 | 07/2019 |
| Tlwm Financial | San Antonio | TX | 05/2025 | Present |
| Lpl Financial | San Antonio | TX | 10/2025 | Present |
1) 10/07/2025 - Tlwm Financial - Registered Investment Advisor DBA - Inv Rel - At Reported Business Location(s) - Start Date:09/18/2025 . 2) 10/14/2025 - TLWM FINANCIAL - Investment Related - Registered Investment Advisor DBA - San Antonio, TX - Start Date:09/18/2025 - 160 Hrs/Mth - 7 Hrs During Trading.I provide administrative support to TLWM, LLC , an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-27 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-05 |
Reach out to this advisor