Best Investors
Account
Sign in
111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-22 |
Branch Locations
111 West Houston Street, San Antonio, TX 78205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Apex | NC | 01/2016 | 11/2016 |
| Wells Fargo Bank Na | Apex | NC | 12/2015 | 06/2021 |
| Wells Fargo Clearing Services, Llc | Apex | NC | 11/2016 | 06/2021 |
| Morgan Stanley | Dallas | TX | 06/2021 | 07/2024 |
| Frost Brokerage Services, Inc. | Dallas | TX | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-13 |
Reach out to this advisor