Best Investors
Account
Sign in
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-12-02 |
| IN | RA | APPROVED | 2024-09-27 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
110 Lincolnway, Valparaiso, IN 46383 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rice And Rice Attorneys | Valparaiso | IN | 07/2022 | Present |
| Full Time Student | Shreveport | LA | 08/2020 | 07/2022 |
| City On A Hill | Minden | LA | 02/2013 | 08/2020 |
| Integrity Advisory Solutions | Valparaiso | IN | 09/2024 | Present |
1. Freedom Financial Partners; Investment Related; 110 Lincolnway, Valparaiso In, 46383; Advisor; Partner; 06/01/2024; 160 hours per month; 160 hours during security hours; This is an LLC that three other partners and myself will be using primarily as a DBA. 2. American Academy of Estate Planning Attorneys; not investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Member of organization; Member; 02/22/2022; 10 hours per month; 10 hours during security hours; Attend conferences and training sessions. 3. American Academy Wealth; investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; DBA for financial services; Investment Advisor Rep; 01/01/2024; 10 hours per month; 10 hours during security hours; DBA for financial services. 4. Rice and Rice Attorneys; not investment related; 100 Lincolnway, Valparaiso In, 46385; estate planning services; Paralegal; 02/21/2022; 152 hours per month; 152 hours during security hours; Assist the attorney with Client meeting, funding clients estates, and various other tasks around the office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-31 |
Reach out to this advisor