Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-06 |
Branch Locations
6999 Mcpherson Rd Suite 326-6, Laredo, TX 78041 • United States
San Antonio, TX • 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 |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 07/2010 | 08/2021 |
| Bbva Wealth Solutions Inc. | Laredo | TX | 10/2010 | 08/2021 |
| Bbva Securities Inc. | Laredo | TX | 05/2013 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 08/2010 | 08/2021 |
| Pnc Investments | Laredo | TX | 08/2021 | 05/2024 |
| Pnc Managed Account Solutions, Inc. | Laredo | TX | 09/2021 | 05/2024 |
| Sonterra Wealth Management Llc | San Antonio | TX | 06/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2024 | Present |
1. NAME OF OTHER BUSINESS: SONTERRA WEALTH MANAGEMENT LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: CUSTOMER SERVICE, MEETING WITH CUSTOMERS, PLACING TRADES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-12-04 |
Reach out to this advisor