Best Investors
Account
Sign in
2700 Post Oak Blvd. Suite 1700, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Old Beach Investment Advisors, Llc | Houston | TX | 10/2025 | Present |
| Franklin Avenue Films | New York | NY | 01/2012 | Present |
Franklin Avenue Films: not investment-related; New York, NY; Film production; Manager, Producer; January 2012; 3 hours/month during and after securities trading hours; manage the business and produce films. Independent insurance agent: investment-related; East Hampton, NY; insurance agent; March 2025; 5-10 hours/month during and after securities trading hours; fixed insurance and annuity sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-16 |
Reach out to this advisor