Best Investors
Account
Sign in
Best Investors
Account
Sign in
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-05 |
Branch Locations
10655 Six Pines Drive Suite 100, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navigator Securities Ltd | The Woodlands | TX | 04/1988 | 12/2024 |
| Woodlands Asset Management Inc | The Woodlands | TX | 01/1994 | 10/2022 |
| Avior Wealth Management, Llc | Omaha | NE | 10/2022 | Present |
| Momentum Independent Network Inc. | Omaha | NE | 01/2025 | Present |
1. WOODLANDS FINANCIAL SRVS-DIRECTOR, INVESTMT RELATED, AUTO REC'S, 25211 GROGANS MILL RD #300, WOODLANDS TX, STRT DATE: 6/1993, HRS/MO:5 DUR TRADING HRS, DUTIES: CONSULTING, DIR RELATED ACT. TIMBERLOCH CAPITAL LLC-INVESTMT RELATED-CO MEMBER-STRT DATE:4/09, HRS/MO: 0 DUR TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1982-07-13 |
Reach out to this advisor