Best Investors
Account
Sign in
811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-25 |
Branch Locations
811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
6836 Bee Caves Road Suite Iii-204, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Austin | TX | 10/2015 | 08/2021 |
| Americana Partners, Llc | Austin | TX | 04/2022 | Present |
| Unemployed | Williamson | TX | 08/2021 | 04/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2022 | Present |
1) 1. Americana Partners 2. Investment Related 3. Office of Employment Address 4. RIA 5. Business Development 6. 04/2022 7. 40 hrs/mo 8. 40 hrs during trading 9. Business Development
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1981-05-11 |
Reach out to this advisor