Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
14135 Midway Road Suite G 110, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Towsend & Kent | Dallas | TX | 09/1999 | 02/2019 |
| Kestra Investment Services, Llc | Addison | TX | 02/2019 | 03/2026 |
| Kestra Advisory Services, Llc | Addison | TX | 02/2019 | 03/2026 |
| Osaic Wealth | Addison | TX | 03/2026 | Present |
1. GARDNER WALLACE FINANCIAL SOLUTIONS POSITION: Managing Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/28/1991 ADDRESS: 14135 Midway Road, Ste G110, Addison TX 75001, United States DESCRIPTION: insurance sales and service for various carriers; DBA for financial services business. 2. REG FINANCIAL SOLUTIONS FPRG FINANCIAL SOLUTIONS POSITION: Bookkeeper NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2017 ADDRESS: 14135 Midway Road, Ste 110, Addison TX 75001, United States DESCRIPTION: report payroll to payroll provider 3. TRUSTEE POSITION: Trustee NATURE: Trustee for my mother's accounts: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/10/2025 ADDRESS: 6415 DUFFIELD DR DALLAS TX 75248 DESCRIPTION: Trustee for my mother's accounts 4. EXECUTOR POSITION: Trustee NATURE: I am the Executor of my Father's Estate (9/3/25) : No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/10/2025 ADDRESS: 6415 DUFFIELD DR DALLAS TX 75248 DESCRIPTION: I am the Executor for my Father's Estate
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-09-27 |
Reach out to this advisor