Best Investors
Account
Sign in
Best Investors
Account
Sign in
19026 Ridgewood Parkway Suite 134, San Antonio, TX 78259 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-26 |
Branch Locations
19026 Ridgewood Parkway Suite 134, San Antonio, TX 78259 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Antonio | TX | 07/2023 | 01/2026 |
| Michigan Financial Companies | Southfield | MI | 06/2022 | 07/2022 |
| Kensington Metroparks Golf Course | Kensington | MI | 06/2020 | 08/2020 |
| Notre Dame Preparatory High School | Pontiac | MI | 08/2016 | 05/2020 |
| Unemployed | Highland | MI | 05/2023 | 07/2023 |
| Purdue University | West Lafayette | IN | 09/2020 | 05/2023 |
| Kensington Metroparks Golf Course | Kensington | MI | 06/2021 | 08/2021 |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 07/2023 | 01/2026 |
| Stone Oak Wealth Management, Llc | San Antonio | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-20 |
Reach out to this advisor