Best Investors
Account
Sign in
15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-20 |
Branch Locations
15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | San Antonio | TX | 02/2016 | 10/2021 |
| National Life Group | Southlake | TX | 10/2021 | 11/2022 |
| Equity Services, Inc. | Montpelier | VT | 10/2021 | 11/2022 |
| Guardian Life Insurance Company | Austin | TX | 11/2022 | 11/2023 |
| Park Avenue Securities | Austin | TX | 11/2022 | 11/2023 |
| Victory Capital Services, Inc. | San Antonio | TX | 12/2023 | Present |
1) Groover Ventures LLC-minority owner and help with social media and miscellaneous tasks, Start date: 04/18/2022, Address: 18352 Shadow Canyon Dr Helotes, TX 78023, 20 total hours per month,\; 20 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-22 |
Reach out to this advisor