Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-28 |
Branch Locations
13215 Bee Cave Pkwy Ste 150, Bldg A, Bee Cave, TX 78738 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 10/2009 | Present |
| Bank Of America, N.A. | Austin | TX | 11/2009 | Present |
| Wells Fargo Clearing Services Llc | Bee Cave | TX | 06/2019 | Present |
RENTAL PROPERTY, INVT RELATED, AUSTIN, TX, 100% OWNERSHIP WITH SPOUSE, START DATE 3/1/2009, 0 HRS PER MONTH, 0 HRS DURING TRADING, RENTAL INCOME
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-11 |
Reach out to this advisor