Best Investors
Account
Sign in
Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-06-16 |
| CA | RA | APPROVED | 2024-11-12 |
Branch Locations
3801 University Ave Suite 220, Riverside, CA 92501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indian Wells | CA | 05/2013 | 03/2018 |
| Ubs Financial Services | Redlands | CA | 03/2018 | 07/2023 |
| Stifel, Nicolaus & Company, Incorporated | Redlands | CA | 07/2023 | 10/2024 |
| Valic Financial Advisors,Inc | Boise | ID | 11/2024 | Present |
| Agia | Houston | TX | 11/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 1 START DATE: 11/11/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non- Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-03 |
Reach out to this advisor