Best Investors
Account
Sign in
Best Investors
Account
Sign in
Houston, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phillips 66 | Houston | TX | 06/2015 | 07/2022 |
| Financial Synergies Wealth Advisors | Houston | TX | 08/2022 | 08/2024 |
| Quotient Wealth Partners | Dallas | TX | 08/2024 | 08/2025 |
| Refined Wealth Llc | Houston | TX | 06/2025 | Present |
the name of the other business; JW Media LLC whether the business is investment-related; Yes Investment related. the address of the other business; 4918 Morningside Dr. Houston TX 77005 the nature of the other business; Youtube business your position; title, or relationship with the other business; Owner the start date of your relationship; 06-03-2025 the approximate number of hours/month you devote to the other business; 10 hours a month on weekend the number of hours you devote to the other business during securities trading hours; 0 hours during trading and briefly describe your duties relating to the other business; creating Youtube Videos and Podcast financial education and proposal tool for IPS policy statements for other advisors. JW Media LLC is not an advisory service and does not provide individual advice. It provides educational and general content via podcasts to the public. JW Media does not engage in any client-specific recommendations and doesn't hold itself out as an investment adviser under Board Rule 116.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-09 |
Reach out to this advisor