Best Investors
Account
Sign in
Best Investors
Account
Sign in
835 Main Street Building 200, Buda, TX 78610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-03 |
Branch Locations
835 Main Street Building 200, Buda, TX 78610 • United States
1106 Pecan Street, Bastrop, TX 78602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glory Mortgage | Dayton Beach | FL | 09/2022 | 06/2024 |
| Unemployed | Austin | TX | 04/2022 | 08/2022 |
| Mood Media | Austin | TX | 03/2012 | 03/2022 |
| Madison Avenue Securities | San Diego | CA | 12/2022 | Present |
| E3 Wealth | Bastrop | TX | 03/2023 | Present |
| Transcend | Bastrop | TX | 07/2023 | Present |
1) START DATE: 03/2023- INSURANCE AGENT. LIFE & FIXED ANNUITIES. NOT INVESTMENT RELATED. 2) E3 WEALTH; POSITION: ADVISOR; INVESTMENT RELATED: YES; START DATE: 3/2023; HOURS: 160/MONTH 3) NAME: TRANSCEND; ADDRESS: 165 ELMHURST DR. SUITE B, KYLE TX 78640; INVESTMENT RELATED: YES; POSITION: INVESTMENT AVDISOR REPRESENTATIVE; DUTIES: ADVISE AND MANAGE CLIENTS INVESTMENTS; HOURS PER WEEK: 20-40 HOURS; START DATE: 07/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-28 |
Reach out to this advisor