Best Investors
Account
Sign in
Best Investors
Account
Sign in
8750 N. Central Expressway Suite 1875, Dallas, TX 75231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-04-21 |
Branch Locations
8750 N. Central Expressway Suite 1875, Dallas, TX 75231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Dallas | TX | 09/2015 | 04/2017 |
| Strata Wealth Advisors, Llc | Dallas | TX | 04/2017 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 04/2017 | 12/2024 |
1. Rental Home owned by Vipul and Vyoma Revocable Living Trust, Start Date: 03/01/2016, 2433 Orchard Hill Lane, Virginia Beach, VA 23456, Trust, Rental Property Income, Trustee, Not Investment Related, 0 hours per month, 0 hours per day during trading hours. 2. Independent Insurance Agent, Start Date: 12/16/2015, 8750 North Central Expressway, Ste. 1875, Dallas, TX 75231, Independent Insurance Agent, Assist firm clients with questions related to insurance with insurance sales and analysis of life insurance, Disability Insurance and LTC, Investment Related, 4 hours per month, less that 1 hour per day during trading hours. 3. Omshantiom, LLC., Start Date: 12/19/2023, 518 Waters Edge Way, Murphy, TX 75094, LLC, Holding Company, Manager, Own 5% of Strata, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-29 |
Reach out to this advisor