Best Investors
Account
Sign in
Best Investors
Account
Sign in
Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holdfast Wealth Management, Llc | Austin | TX | 06/2013 | Present |
| Law Office Of John Dapper | Austin | TX | 06/2013 | Present |
| Legacy Portfolio Advisors, Llc | Austin | TX | 01/2023 | Present |
| John Dapper, Sole Proprietor | Austin | TX | 01/2023 | Present |
LAW OFFICE OF JOHN DAPPER - SOLE PROPRIETOR; NON-INVESTMENT RELATED; MR. DAPPER SPENDS LESS THAN 5% OF HIS TIME EACH MONTH IN THIS CAPACITY AND 0 HOURS DURING SECURITIES TRADING HOURS; MR. DAPPER MAY REFER HIS LEGAL CLIENTS TO HOLDFAST WEALTH MANAGEMENT, LLC IF HE BELIEVES THE FIRM'S INVESTMENT ADVISORY SERVICES WOULD BE OF BENEFIT TO THE CLIENT, HE DOES NOT RECEIVE COMPENSATION IN ANY FORM FOR SUCH REFERRALS. MR. DAPPER MAINTAINS AND USES THE ACCREDITED ASSET MANAGEMENT SPECIALIST (AAMS) DESIGNATION. THIS IS A PROFESSIONAL DESIGNATION AWARDED BY THE COLLEGE FOR FINANCIAL PLANNING (CFP) TO FINANCIAL PROFESSIONALS WHO SUCCESSFULLY COMPLETE A SELF-STUDY PROGRAM, PASS AN EXAM, AND AGREE TO COMPLY WITH A CODE OF ETHICS. HOLDFAST WEALTH MANAGEMENT, LLC; INV REL; INVESTMENT ADVISOR REPRESENTATIVE; AUSTIN, TX; GREATER THAN 75% OF TIME SPENT IN THIS BUSINESS; 159 HRS DURING SECURITIES TRADING; START 06/2013. Legacy Portfolio Advisors, LLC; Investment Related; Investment Advisor Representative; Austin, TX; Approximately 20% of time spent in this business; Started 01/2023. John Dapper, Sole Proprietor; Investment Related; Insurance Agent; Fixed Insurance Sales; Austin, TX; Less than 5% of time spent in this business; Started 01/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-01 |
Reach out to this advisor