Best Investors
Account
Sign in
Best Investors
Account
Sign in
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-03 |
Branch Locations
16775 Addison Road Suite 410, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Resource Group | Austin | TX | 10/2022 | 05/2024 |
| Minnesota Life Insurance Co | St Paul | MN | 10/2022 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 10/2022 | 08/2023 |
| North Star Resource Group | Austin | TX | 03/2022 | 10/2022 |
| Securian Financial Services Inc | St Paul | MN | 03/2022 | 10/2022 |
| Full-Time Student | Cedar Park | TX | 11/2012 | 06/2018 |
| Full-Time Student | College Station | TX | 08/2018 | 12/2022 |
| Yaghi's Pizzeria | Cedar Park | TX | 09/2016 | 06/2017 |
| Bluebonnet Hill Golf Course | Austin | TX | 05/2019 | 08/2019 |
| Woodland Greens Golf Center | Cedar Park | TX | 05/2020 | 08/2020 |
| Cetera Advisor Networks Llc | Austin | TX | 08/2023 | 05/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 05/2024 |
| Geneos Wealth Management Inc | Addison | TX | 06/2024 | Present |
1) DBA: will work under WEAVER, WARE & MARTIN WEALTH MANAGEMENT AND ADVISORY SERVICES located at branch location. 2) Independent Rep with various insurance carriers for FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-04 |
Reach out to this advisor