Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc. | San Antonio | TX | 02/2019 | 05/2019 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 01/2019 | 02/2019 |
| Compass Bank | Birmingham | AL | 11/2018 | 01/2019 |
| Texas Capital Bank | San Antonio | TX | 04/2015 | 11/2018 |
| Bbva Wealth Solutions Inc | San Antonio | TX | 05/2019 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 08/2023 | Present |
| Pnc Bank | San Antonio | TX | 11/2021 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-16 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-07 |
Reach out to this advisor