Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp Inc | Miami | FL | 01/2012 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 01/2012 | 07/2020 |
| Securities America, Inc. | Houston | TX | 07/2020 | 08/2020 |
| Securities America Advisors, Inc. | Houston | TX | 07/2020 | 08/2020 |
| Houston Retirement Guy, Inc. | Houston | TX | 02/2014 | Present |
| Post Oak Capital Group, Llc | Houston | TX | 05/2015 | Present |
| Avantax Investment Services, Inc. | Houston | TX | 10/2020 | 09/2025 |
| Avantax Advisory Services | Houston | TX | 10/2020 | 09/2025 |
| Avantax Insurance Agency, Llc | Houston | TX | 10/2020 | 09/2025 |
| First Income Advisors | Houston | TX | 04/2017 | Present |
| Cetera Wealth Services, Llc | Houston | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Houston Retirement Guy Inc.~'IR'~9432 Katy Fwy #103~Houston~TX~77055~Other~Other~2/25/2014~150hrs~120hrs~I help clients invest their assets according to their investment objectives and needs. all investment services are offered through my affiliation with Avantax. Rental Property~'NIR'~3248 Beulah St.~Houston~TX~77004~Rental Property~Owner~6/1/2015~1hrs~1hrs~I am responsible for all repairs and I collect the rent. Post Oak Capital Group LLC~'IR'~9432 Katy Fwy #103~Houston~TX~77055~Other~Other~5/22/2015~150hrs~120hrs~I help clients invest their assets according to their investment objectives and needs. All investments are offered through our affiliation with Avantax. First Income Advisors~'IR'~9432 Katy Fwy #103~Houston~TX~77055~Insurance Agent~Independent Contractor~4/1/2017~80hrs~80hrs~Marketing Consulting, Sales, Followup
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1981-01-29 |
Reach out to this advisor