Best Investors
Account
Sign in
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-03 |
Branch Locations
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Bastrop | TX | 06/2014 | 10/2017 |
| Royal Alliance | Austin | TX | 10/2017 | 07/2021 |
| Waterloo Capital | Austin | TX | 08/2021 | Present |
ADP PAYROLL SERVICES CONSULTANT OUTSIDE PARTNER REFER PAYROLL/HR SERVICES SINCE 01/2014 NOT INVESTMENT RELATED REAL ESTATE INVESTMENT OWNER OF REAL ESTATE RENTAL PROPERTY SINCE 03/2020 INSRUANCE LICENSED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-05 |
Reach out to this advisor