Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-09-08 |
| TX | RA | APPROVED | 2021-09-08 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
1515 South Reserve St Suite 200, Missoula, MT 59801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mindflex | Missoula | MT | 06/2009 | Present |
| Rbc Capital Markets, Llc | Missoula | MT | 08/2012 | 09/2021 |
| Kestra Private Wealth Services Llc | Missoula | MT | 09/2021 | Present |
| Kestra Investment Services Llc | Missoula | MT | 09/2021 | Present |
Business Name: WESTPEAK PRIVATE WEALTH POSITION: President NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 09/08/2021 ADDRESS: 3819 Stephens Avenue, Suite 101, Missoula MT 59801 DESCRIPTION: commissionable and advisory business Business Name: KODA HOLDINGS, LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2022 ADDRESS: 5044 Victor Ct, Missoula MT 59803 DESCRIPTION: I manage the lease with Kestra Private Wealth Services as well as the other tenant in the building. I also maintain the building along with all ongoing maintenance expenses and activities. Business Name: KODA HOLDINGS, LLC POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2022 ADDRESS: 5044 Victor Ct, Missoula MT 59803 DESCRIPTION: Maintain and oversee commercial building
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-15 |
Reach out to this advisor