Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-04-12 |
| TX | RA | APPROVED | 2024-04-12 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
7635 W. Jefferson Blvd, Fort Wayn, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cx Institutional, Llc | Auburn | IN | 05/2022 | 02/2024 |
| Jp Morgan Chase | Fort Wayne | IN | 01/2018 | 04/2022 |
| 1St Source Bank | Fort Wayne | IN | 01/2017 | 01/2018 |
| Woodforest National Bank | Fort Wayne | IN | 05/2012 | 01/2017 |
| Kestra Advisory Services Llc | Fort Wayne | IN | 04/2024 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-25 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-06 |
Reach out to this advisor