Best Investors
Account
Sign in
Best Investors
Account
Sign in
41615 Park Avenue Suite 115, Leonardtown, MD 20650 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-06 |
Branch Locations
221 North Velasco Street, Angleton, TX 77515 • United States
41615 Park Avenue Suite 115, Leonardtown, MD 20650 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Asset Advisory Services, Llc | Haslett | MI | 01/2015 | 01/2023 |
| Wfg Investments, Inc. | Alvin | TX | 01/2015 | 09/2017 |
| Geneos Wealth Management Inc | Alvin | TX | 09/2017 | 02/2020 |
| Rosrit Financial Group, Llc | Alvin | TX | 06/2011 | 11/2018 |
| Retirement Management Systems | Alvin | TX | 01/2023 | Present |
1)RENTAL PROPERTY;OWNER 2)Independent Rep with Various Insurance Carriers for fixed insurance business. 3) HOME CARE SERVICES (PLAN SALES)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-13 |
Reach out to this advisor