Best Investors
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Account
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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-10 |
| TN | RA | APPROVED | 2016-04-26 |
Branch Locations
633 Oakleaf Office Lane, Memphis, TN 38117 • United States
Memphis, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fish And Associates | Memphis | TN | 01/2010 | Present |
| Kestra Advisory Services, Llc | Memphis | TN | 04/2016 | Present |
| Kestra Investment Services, Llc | Memphis | TN | 10/2014 | Present |
Business Name: Fish and Associates Financial Services POSITION: Partner and Dir. Financial Planning NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/14/2010 ADDRESS: 699 Oakleaf Office Lane Suite 105, Memphis TN 38117, United States DESCRIPTION: I oversee all financial plans and our staff, i'm also a partner as of 2020 Business Name: Build Your Best Life Investment Related: No Address: 633 Oakleaf Office Lane Memphis TN 38117 Nature of Business: Other Other/None of the Above it's just an educational workshop Position, Title or Relationship: I lead the workshop Start Date: 9/29/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I take attendees through the workshop material and then they go home.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-07 |
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