Best Investors
Account
Sign in
Best Investors
Account
Sign in
520 Post Oak Blvd. Suite 750, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-09 |
Branch Locations
520 Post Oak Blvd. Suite 750, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Houston | TX | 07/2005 | 09/2020 |
| Raymond James Financial Services Advisors, Inc | Houston | TX | 01/2009 | 09/2020 |
| The Clarus Group, Inc. D/B/A Clarus Wealth Group | Houston | TX | 09/2020 | Present |
| Kingswood Capital Partners, Llc | San Diego | CA | 10/2020 | 06/2023 |
1) The Clarus Insurance Group, LLC, Non Investment-Related, Same Address, Insurance Firm, Owner and Licensed Insurance Professional, Start Date: 08/2023, 10 HRS/Month, 10 HRS/Month During Trading Hours, Sale of Insurance Products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-06-05 |
Reach out to this advisor