Best Investors
Account
Sign in
Best Investors
Account
Sign in
1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-09 |
Branch Locations
San Antonio, TX • United States
7322 Jones Maltsberger Road, Ste 136, San Antonio, TX 78209 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 09/2007 | 06/2019 |
| Usaa Financial Planning Services | San Antonio | TX | 04/2013 | 06/2019 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 06/2019 |
| Fis | San Antonio | TX | 07/2019 | 12/2019 |
| Victory Capital Management Inc. | San Antonio | TX | 01/2020 | 11/2023 |
| Victory Capital Advisers, Inc | San Antonio | TX | 01/2020 | 11/2023 |
| Navy Federal Financial Group, Llc | San Antonio | TX | 09/2024 | Present |
| Navy Federal Investment Services, Llc | San Antonio | TX | 09/2024 | Present |
| Unemployed | San Antonio | TX | 11/2023 | 09/2024 |
Executor and POA for Mother's Estate- San Antonio, TX, Started activity in 2025, Duties: distribute estate as stated in will - 0 hrs during non-trade hrs, 0 hrs during trade hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-19 |
Reach out to this advisor