Best Investors
Account
Sign in
950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-23 |
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2012-05-15 |
Branch Locations
950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tyler Financial Network | Colleyville | TX | 04/2007 | Present |
| Tyler Wealth Management, Llc | Grapevine | TX | 03/2012 | 11/2024 |
| Aspen Creek Wealth Management, Llc | Southlake | TX | 11/2024 | Present |
Independent Insurance Agent, non-investment related; 950 E. State Highway 114, Suite 160, Southlake, TX 76092; Insurance Sales; Independent Agent; Start Date: 06/1995 20 HOURS PER MONTH Tyler Financial Network, LLC; investment related; 950 E. State Highway 114, Suite 160, Southlake, TX 76092; Financial Planner, Insurance Sales; Start Date: 06/1995; 20 hours per week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-31 |
Reach out to this advisor