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 | 2020-01-16 |
Branch Locations
710 N. 64Th St, Waco, TX 76710 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc - Ap | Austin | TX | 04/2016 | 05/2019 |
| Kestra Investment Services, Llc - Ap | Waco | TX | 01/2015 | Present |
| Jim Morrison Financial | Waco | TX | 05/2019 | Present |
| Kestra Advisory Services, Llc | Waco | TX | 01/2020 | Present |
Business Name: Jim Morrison Financial Investment Related: Yes Address: 710 N 64TH ST WACO TX 76710 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Associate Start Date: 12/9/2019 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Branch office I where I work out of. Business Name: Shacks Kitchen Investment Related: No Address: 4900 Bagby Ave Waco TX 76710 Nature of Business: Other Other/None of the Above Sous Chef Position, Title or Relationship: Sous Chef Start Date: 5/28/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Assist the main chef with preparing, cooking, and serving food. Business Name: WACO ALE COMPANY POSITION: Bartender NATURE: Bartender INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 08/06/2022 ADDRESS: 806 Austin Ave, Waco TX 76701 DESCRIPTION: Serve people beer and or food. Clean beer mugs, and general upkeep of the bar while working Business Name: KESTRA ADVISORY SERVICE POSITION: Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 10/11/2019 ADDRESS: 710 N 64th St, Waco TX 76710 DESCRIPTION: To act as a fiduciary on behalf of my clients with investment recommendations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-10-11 |
Reach out to this advisor