Best Investors
Account
Sign in
Best Investors
Account
Sign in
5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-20 |
Branch Locations
1980 Post Oak Blvd. Suite 1500, Houston, TX 77056 • United States
5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas United Volleyball | Pearland | TX | 11/2018 | 07/2019 |
| Texas Mccombs School Of Business | Austin | TX | 06/2021 | 12/2022 |
| Austin Asset | Austin | TX | 08/2022 | 12/2022 |
| Avidian Wealth | Houston | TX | 10/2021 | 03/2022 |
| The University Of Texas At Austin | Austin | TX | 08/2019 | 06/2021 |
| Unemployed | Pearland | TX | 01/2013 | 10/2018 |
| Avalon Investment & Advisory | Houston | TX | 01/2023 | 05/2023 |
| Avalon Wealth Management Llc | Houston | TX | 01/2023 | 05/2023 |
| Avalon Advisors, Llc | Houston | TX | 06/2022 | 07/2022 |
| Unemployed | Houston | TX | 12/2022 | 01/2023 |
| Corient | Houston | TX | 05/2023 | 07/2024 |
| Cipw Service Company, Llc | Toronto | 05/2023 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | 07/2024 |
| Quotient Wealth Partners | Houston | TX | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-17 |
Reach out to this advisor