Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
101 Bill Bradford Road Suite 25, Sulphur Springs, TX 75482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Sulphur Springs | TX | 03/1993 | 10/2019 |
| 1St Global Advisors, Inc | Sulphur Springs | TX | 05/1994 | 10/2019 |
| Financial Solutions | Sulphur Springs | TX | 04/1993 | Present |
| Avantax Insurance Services, Llc. | Sulphur Springs | TX | 04/2005 | 09/2025 |
| Avantax Advisory Services | Sulphur Springs | TX | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Sulphur Springs | TX | 10/2019 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Sulphur Springs | TX | 09/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Sulphur Springs | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) GILLIS HOLDINGS, INC. POSITION: Comptroller NATURE: Country Club INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/09/2016 ADDRESS: San Antonio, TX 78207, United States DESCRIPTION: I oversee the preparation of financial reports, such as balance sheets and income statements for the Sulphur Springs Country Club. I also review and negotiate property liability insurance and electricity providers for the club. I review and prepare the annual property tax rendition for the club. I coordinate enrollment meeting of group medical, dental and life insurance benefits for employees of the club. 2) TERRIFIC TUESDAY DAYHAB POSITION: DIRECTORS/TREASURER NATURE: DAY HABITATION INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: Sulphur Springs, TX, United States DESCRIPTION: Day habitation 3) L&L SUITES POSITION: OWNER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2001 ADDRESS: Sulphur Springs, TX 75482, United States DESCRIPTION: Rental real estate 4) FINANCIAL SOLUTIONS POSITION: OTHER-FINANCIAL PLANNER NATURE: Financial services entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/1993 DESCRIPTION: Provide financial services to clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-04-29 |
Reach out to this advisor