Best Investors
Account
Sign in
15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-14 |
Branch Locations
15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
60 State Street, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pioneer Fund Distributor, Inc. | Boston | MA | 04/2017 | 06/2017 |
| Merrill Lynch | Washington | DC | 09/2016 | 12/2016 |
| Vineyard Vines | Washington | DC | 08/2014 | 12/2016 |
| Unemployed | Greenwich | CT | 01/2017 | 03/2017 |
| George Washington University | Washington | DC | 08/2012 | 12/2016 |
| Amundi Pioneer Distributor, Inc. | Boston | MA | 07/2017 | 12/2020 |
| Amundi Distributor Us, Inc. | Boston | MA | 01/2021 | 04/2025 |
| Victory Capital Services, Inc. | Brooklyn | OH | 04/2025 | Present |
| Victory Capital Management Inc. | San Antonio | TX | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-22 |
Reach out to this advisor