Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-09 |
Branch Locations
8602 Crownhill Blvd, Ste 102, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | San Antonio | TX | 07/2014 | 03/2019 |
| Axa Advisors, Llc | San Antonio | TX | 11/2019 | 06/2020 |
| Johnny Cavazos, Llc | Boerne | TX | 06/2019 | 12/2022 |
| Unemployed | San Antonio | TX | 04/2019 | 05/2019 |
| Equitable Advisors, Llc | New York | NY | 11/2019 | 02/2021 |
| Lincoln Financial Advisors Corporation | San Antonio | TX | 02/2021 | 09/2024 |
| Lpl Financial Llc | San Antonio | TX | 09/2024 | Present |
1 - 07/23/2024 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - At reported business location(s). 2 - 07/23/2024 - One Resource Group - Non-Variable Insurance - Fixed Life & Annuity - Inv Related - 10 Hours/Month - TX 78209 - OBA Start Date: 07/10/2024. 3 - 07/23/2024 - Priority Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-02 |
Reach out to this advisor