Best Investors
Account
Sign in
23119 Ih 10 Building 20, San Antonio, TX 78257 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-01 |
Branch Locations
23119 Ih 10 Building 20, San Antonio, TX 78257 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eric Kala | San Antonio | TX | 08/2015 | 07/2020 |
| Avid Wealth Partners, Llc | San Antonio | TX | 11/2022 | Present |
| Newedge Advisors | San Antonio | TX | 07/2020 | 10/2022 |
1. Avid Risk Management, LLC - Investment related; A licensed insurance agent/broker. Insurance Agent. 10/01/2006. 1 Hour/Month, 0 Hours/Month during securities trading hours. Support insurance placement as needed. 2. Real Estate Property Management - non-investment related; Owner/Landlord. 03/01/2026. 2 Hours/Month, 0 Hours/Month during securities trading hours. Management for long-term residential rental property. 3. Avid Cap Holdings, LLC- non-investment related; Owner/Landlord. 01/01/2026. 1 Hour/Month, 0 Hours/Month during securities trading hours. Management for long-term commercial rental property. 4. Avid 4 Life, LLC - non-investment related; Managing Member. 03/25/2025. 0 Hours/Month, 0 Hours/Month during securities trading hours. Serving as a Manager Member to Buy/Sell Agreement. 5. Avid Consulting LLC, Not Investment Related, San Antonio, Texas, Business Consulting/Planning, Owner, Start Date: 7/16/2020, Hours Per Month: 8, During Securities Trading Per Month: 6, Business Exit Planning and Cost Segregation Analysis review. (Previously named Avid Transitions LLC) 6.Avid Capital, LLC, Investment Related, San Antonio, Texas, Holding Company for: Avid Wealth Partners, Avid Risk Management, and Avid Consulting, CEO - Owner, Start Date: 7/16/2020, Hours Per Month: 4, During Securities Trading Per Month: 0, financial oversight and management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-06-04 |
Reach out to this advisor