Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-06 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
6526 Greatwood Parkway Unit C, Sugar Land, TX 77479 • United States
6526 Greatwood Parkway Unit C, Sugar Land, TX 77479 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp Inc | Miami | FL | 01/2011 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 01/2012 | 07/2020 |
| Securities America, Inc. | Sugar Land | TX | 07/2020 | 08/2020 |
| Securities America Advisors, Inc. | Sugar Land | TX | 07/2020 | 08/2020 |
| Post Oak Capital Group, Llc | Sugar Land | TX | 05/2015 | 03/2026 |
| Kwp Capital, Llc | Sugar Land | TX | 05/2015 | Present |
| Avantax Investment Services, Inc. | Sugar Land | TX | 08/2020 | 09/2025 |
| Avantax Advisory Services | Sugar Land | TX | 08/2020 | 09/2025 |
| Avantax Insurance Agency, Llc | Sugar Land | TX | 08/2020 | 09/2025 |
| First Income Advisors | Sugar Land | TX | 04/2017 | Present |
| Equity Indexed Products | Sugar Land | TX | 05/2025 | 03/2026 |
| Cetera Wealth Services, Llc | Sugar Land | TX | 09/2025 | 03/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 03/2026 |
| Lpl Financial Llc | Sugar Land | TX | 03/2026 | Present |
1. 03/2026 - KWP Capital LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 02 Hrs/Mth - 01 Hrs During Trading - Sugar Land, TX 77479 - OBA Start Date: 05/02/2022 2. 03/2026 - KWP Capital LLC - Real Estate Rental - Investment Related - 00 Hrs/Mth - 00 Hrs During Trading - Sugar Land, TX 77479 - OBA Start Date: 05/02/2022 3. 03/2026 - First Income Advisors/Simplicity Minneapolis - Non-Variable Insurance - Investment Related - 20 Hrs/Mth - 10 Hrs During Trading - Sugar Land, TX 77479 - OBA Start Date: 04/01/2017 4. 03/2026 - Patterson Capital - DBA for LPL Business (entity for LPL business) - Investment Related - 200 Hrs/Mth - 200 Hrs During Trading - At Reported Business Location(s) - 03/30/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-06-20 |
Reach out to this advisor