Best Investors
Account
Sign in
Best Investors
Account
Sign in
11700 Katy Freeway Suite 100, Houston, TX 77079 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-03-20 |
| LA | RA | APPROVED | 2021-05-12 |
| TX | RA | APPROVED | 2020-10-02 |
Branch Locations
11700 Katy Freeway Suite 100, Houston, TX 77079 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Houston | TX | 01/2009 | 10/2020 |
| Patron Partners, Llc | Houston | TX | 10/2020 | Present |
1. INSURANCE AGENT; INVESTMENT RELATED; HOUSTON, TX; INSURANCE SALES; AGENT; TIME VARIES DEPENDING ON CLIENT NEEDS; SERVICING CLIENTS. 2. PATRON CAPITAL, INC; INVESTMENT RELATED; HOUSTON, TX; A HOLDING COMPANY; INVESTOR; START DATE: 4/9/2024; NONE; CURRENTLY NO RESPONSIBILITIES OUTSIDE OF INITIAL CONTRIBUTION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-20 |
Reach out to this advisor