Best Investors
Account
Sign in
Best Investors
Account
Sign in
1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-02 |
Branch Locations
1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Houston | TX | 06/2009 | 01/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2019 |
| Oppenheimer & Co. Inc | Houston | TX | 01/2019 | 02/2019 |
| Icon Wealth Partners, Llc | Houston | TX | 02/2019 | 08/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2019 | Present |
| Icon Wealth Advisors, Llc | Houston | TX | 08/2022 | Present |
1) DANIEL SCHMIEDER IS DUALLY REGISTERED WITH ICON WEALTH PARTNERS, LLC AND PURSHE KAPLAN STERLING INVESTMENTS, INC. (PKS). DANIEL SCHMIEDER HAS SERVED AS AN INVESTMENT ADVISOR REPRESENTATIVE FOR ICON WEALTH PARTNERS, LLC AND A REGISTERED REPRESENTATIVE WITH PKS SINCE 02/2019. BUSINESS IS CONDUCTED FROM HOUSTON, TX. APPROXIMATELY 90% OF DANIEL SCHMIEDER'S TIME IS FOR SERVICES AS AN INVESTMENT ADVISOR REPRESENTATIVE AND THE BALANCE AS A REGISTERED REPRESENTATIVE. 2) Romance Ranch LLC; Non-Investment Related. 5303 Boehnemann Road, Burton, TX 77835. Cattle & Hay Sales, cattle, hay, oil, & gas leasing. Owner. 3/2002. 30hrs/mo, 0hrs during trading hours. Decision maker, and manual labor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1981-04-20 |
Reach out to this advisor