Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-23 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
6100 Camp Bowie Blvd. Suite #24, Fort Worth, TX 76116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fort Worth | TX | 08/2010 | 05/2022 |
| Kestra Investment Services, Llc | Fort Worth | TX | 05/2022 | Present |
| Kestra Advisory Services, Llc | Fort Worth | TX | 05/2022 | Present |
Bus Name: Independent Insurance Brokering; Mutual of Omaha; February 2022; Long Term Care. Other Business Activities; Decidedly Podcast LLC; (Non-financial) Lifestyle podcast interviewing personalities with interesting stories; Host/coach; Fort Worth, TX 76109; Not Investment Related; April 2021; 1-9 hours per month; 0 during trading hours. Bus Name: DECIDEDLY PODCAST POSITION: Co-host NATURE: Educational lifestyle podcast interviewing personalities with interesting stories to share decision-making frameworks and insights. No direct compensation. INVESTMENT RELATED: Yes, # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2021 ADDRESS: 6300 Ridglea Pl, Ste 1111, Fort Worth TX 76116 DESCRIPTION: 0 hours during trading hours. Once weekly episode recordings. Bus Name: KESTRA ADVISORY SERVICES, LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes, # OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 05/23/2022 ADDRESS: 5707 Southwest Pkwy, Bldng 2, Ste 400, Austin TX 78735 DESCRIPTION: Financial advice, client service, and leadership of employees Bus Name: DECIDEDLY WEALTH MANAGEMENT POSITION: Owner/Founder NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 05/23/2022 ADDRESS: 6300 Ridglea Place, Suite 1111, Fort Worth TX 76116 DESCRIPTION: Financial advice, client service, and leadership of employees
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-14 |
Reach out to this advisor