Best Investors
Account
Sign in
111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-06 |
| CO | RA | APPROVED | 2023-07-20 |
| TX | RA | APPROVED | 2023-07-20 |
Branch Locations
111 West Houston Street, San Antonio, TX 78205 • United States
640 Taylor St Suite 1000, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 06/1998 | 08/2021 |
| Bbva Wealth Solutions Inc. | Flower Mound | TX | 10/2010 | 08/2021 |
| Bbva Securities Inc. | Flower Mound | TX | 05/2013 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 04/2006 | 08/2021 |
| Pnc Investments | Grapevine | TX | 08/2021 | 07/2023 |
| Frost Brokerage Services, Inc. | Fort Worth | TX | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-13 |
Reach out to this advisor