Best Investors
Account
Sign in
Best Investors
Account
Sign in
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Shavano Park | TX | 03/2011 | 05/2019 |
| Independent Financial Partners | Shavano Park | TX | 07/2013 | Present |
| Ifp Securities, Llc | San Antonio | TX | 05/2019 | Present |
(1) 03/29/11 - Fixed Insurance - Investment Related - 15843 Eagle Cliff, San Antonio, TX 78232 sales and service of fixed insurance products / 25% 3hrs/mo, 1 hr/mo during trading hours (2) 6/10/2013: DBA ONLY - PARTNERS WEALTH MANAGEMENT - SAN ANTONIO, TX. (3) 3/10/2017 - 4079 De Zavala - Investment Related - 4079 De Zavala Rd., San Antonio, Texas 78249 - Real Estate Rental - Started 08/01/2016 - 5 Hours Per Month/0 Hours During Securities Trading. (4) June 15, 2020 - The Coppini Academy of Fine Arts - Not Investment Related - 115 Melrose Pl., San Antonio, Texas 78212- The organization exists to promote classic, representational art through classes, demonstrations, studio programs and workshops. It serves the community and the members by promoting educational programs, community functions and exhibitions. - Board Member - 8hrs/month / 0 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-15 |
Reach out to this advisor