Best Investors
Account
Sign in
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 | 2024-07-18 |
Branch Locations
Round Rock, TX • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 06/2014 | 10/2020 |
| Guardian Life Insurance Company | Fort Worth | TX | 10/2020 | 03/2021 |
| Park Avenue Securities | Fort Worth | TX | 10/2020 | 03/2021 |
| Guardian Life Insurance Company | Austin | TX | 03/2021 | 05/2021 |
| Park Avenue Securities | Austin | TX | 03/2021 | 05/2021 |
| Rethink Wealth | Austin | TX | 10/2020 | 04/2021 |
| Charles Schwab & Co., Inc. | Austin | TX | 05/2021 | 06/2022 |
| Charles Schwab Bank Ssb | Austin | TX | 05/2021 | 06/2022 |
| Transamerica Investors Securities Corporation | Round Rock | TX | 01/2023 | 07/2024 |
| Unemployed | Round Rock | TX | 06/2022 | 12/2022 |
| Transamerica Life Insurance Company | Round Rock | TX | 01/2023 | 07/2024 |
| Kestra Investment Services, Llc | Austin | TX | 07/2024 | Present |
| Kestra Advisory Services, Llc | Austin | TX | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-21 |
Reach out to this advisor