Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-18 |
Branch Locations
9709 Lakeside Blvd, Ste. 450, The Woodlands, TX 77381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Engrave Wealth Partners, Llc | The Woodlands | TX | 05/2021 | 07/2022 |
| Humphreys Bar & Grill | Hunstville | TX | 11/2020 | 05/2021 |
| Ravens Nest Golf Course | Hunstville | TX | 11/2019 | 11/2020 |
| Red Wolf Golf Club | Huffman | TX | 11/2018 | 11/2019 |
| Promark Research | Huntsville | TX | 02/2020 | 06/2020 |
| Student | Huffman | TX | 06/2012 | 11/2018 |
| Sam Houston State University | Huntsville | TX | 08/2019 | 05/2022 |
| Engrave Wealth Partners, Llc | The Woodlands | TX | 07/2022 | 01/2024 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-23 |
Reach out to this advisor