Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-09 |
| CA | RA | APPROVED | 2018-01-09 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
2300 Contra Costa Blvd Suite 600, Pleasant Hill, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paragon East Partners | Orinda | CA | 02/2015 | 12/2017 |
| Paragon East Advisors | Orinda | CA | 05/2015 | 12/2017 |
| Rbi Capital Management, Llc | Lafayette | CA | 04/2016 | 12/2017 |
| Kestra Advisory Services, Llc | Lafayette | CA | 01/2018 | Present |
BN: NFP POSITION: Assistant Vice President NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 12/01/2017 ADDRESS: 2300 Contra Costa Boulevard, Suite #600, Pleasant Hill CA 94596, United States DESCRIPTION: Providing advisory services for existing clients while supporting other producers in the branch's Private Client Group. Will also look to market, develop and grow the branch's client base. BN: KESTRA ADVISORY SERVICES, LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 12/20/2017 ADDRESS: 5707 Southwest Pkwy Bldg. 2 Ste. 400, Austin TX 78735, United States DESCRIPTION: Portfolio and investment advisory.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 2015-05-04 |
Reach out to this advisor