Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-10-29 |
Branch Locations
111 Congress Ave. 3Rd Fl, Ste 300 [Tt-Rbo], Austin, TX 78701 • United States
3216 W Braker Ln, Austin, TX 78758 • United States
9800 N Lamar Blvd Ste 100, Austin, TX 78753 • United States
1425 E Whitestone Blvd, Cedar Park, TX 78613 • United States
2000 E Palm Valley Blvd, Round Rock, TX 78665 • United States
604 W Hwy 79, Hutto, TX 78634 • United States
1 Dell Way, Round Rock, TX 78682 • United States
1851 A W Grimes Blvd, Round Rock, TX 78664 • United States
920 N Lakeline Blvd, Cedar Park, TX 78613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Antonio | TX | 10/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 11/2016 | Present |
TXDC3, LLC, NOT INVT RELATED, AUSTIN, TX, 100% OWNERSHIP, START 1/1/2020, 20 HRS PER MONTH, 0 HRS DURING TRADING, PROVIDE COUNSELING SERVICE. TXDC3 LLC DBA VEER DIVORCE CONSULTING; NOT INV RELATED; AUSTIN, TX; 100% OWNERSHIP; START 51/1/2023; 10 HOURS PER MONTH; 1 HOUR DURING TRADING; PROVIDING ADVICE ON DIVORCE AND LIFE NAVIGATION. ACTIVE TEXAS REAL ESTATE LICENSE; NOT INVESTMENT RELATED; SAN ANTONIO, TX; START 9/1/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0.; CO-TRUSTEE FOR MOTHER'S TRUST, INV RELATED, SAN ANTONIO, TX, START: 2/26/2023, 1 HOUR A MONTH, 1 HOUR DURING TRADING.; CO-TRUSTEE FOR FATHER'S TRUST, INV RELATED, SAN ANTONIO, TX, START: 2/26/2023, 1 HOUR A MONTH, 1 HOUR DURING TRADING. THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY; INV RELATED; WASHINGTON, DC; TRUSTEE; START DATE: 12/01/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-01 |
Reach out to this advisor