Best Investors
Account
Sign in
Best Investors
Account
Sign in
9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-27 |
Branch Locations
9519 Delaney Creek Blvd, Tampa, FL 33619 • United States
9800 Fredericksburg Road, San Antonio, TX 78288 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Tampa | FL | 06/2014 | 06/2020 |
| Usaa Financial Planning Services Inc | Tampa | FL | 06/2014 | 12/2020 |
| Usaa Investment Services Company | Tampa | FL | 01/2018 | Present |
| Usaa Life Insurance Company | Tampa | FL | 06/2014 | Present |
Nature of Business: National Board for Neonatal Resuscitation Business Address: Private Residence Title/Position: Business Owner Brief Description of Duties Performed: Silent Partner Dates Employed: 05/18/2021 - Present Amount of time you devote per week or per month: 1 Month Work During Trading Hours: No Investment related: No Nature of Business: Rental Property Business Address: 4534 Bay Spring Ct, Tampa, FL 33611 Title/Position: Owner Brief Description of Duties Performed: Landlord Dates Employed: 05/18/2021 - Present Amount of time you devote per week or per month: 1 Month Work During Trading Hours: No Investment related: No
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-15 |
Reach out to this advisor