Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-19 |
Branch Locations
15377 Memorial Drive Suite 340, Houston, TX 77079 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sloan Investment Management | Dallas | TX | 04/2012 | 07/2017 |
| Consultas, Llc | Dallas | TX | 07/2018 | 06/2023 |
| Self Employed | Dallas | TX | 07/2017 | 07/2018 |
| Interocean Capital | Chicago | IL | 06/2023 | 04/2024 |
| The Colony Group | Boston | MA | 05/2024 | 10/2025 |
| Cd Consulting | Dallas | TX | 11/2025 | 03/2026 |
| Sanctuary Advisors Llc | Houston | TX | 03/2026 | Present |
| Sanctuary Securities, Inc. | Houston | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-18 |
| S66 | Uniform Combined State Law Examination | 2010-06-04 |
Reach out to this advisor