Best Investors
Account
Sign in
12002 Trafalgar Avenue Suite 102, Lubbock, TX 79424 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-12-08 |
Branch Locations
12002 Trafalgar Avenue Suite 102, Lubbock, TX 79424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Advisors Group | Lubbock | TX | 09/1978 | 11/2018 |
| Signal Securities, Inc. | Fort Worth | TX | 09/2012 | 10/2018 |
| Strategy, Inc. Dba The Advisors Group | Lubbock | TX | 10/2017 | Present |
1) SUGAR SHACK HOLDINGS, OWNER, 1/20/2015, NOT INVESTMENT RELATED, 12002 TRAFALGAR, STE 102, LUBBOCK, TX 79424, 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS, PROPERTY RENTAL. 2) INDEPENDENT INSURANCE AGENT, LICENSED AS LIFE, ACCIDENT, HEALTH AGENT SINCE 1984, BOTH INVESTMENT AND NON-INVESTMENT RELATED, 12002 TRAFALGAR, STE 102, LUBBOCK, TX 79424, APPROXIMATELY 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS, REVIEW EXISTING CONTRACTS, MAKE RECOMMENDATIONS, AND OCCASIONALLY OBTAIN QUOTES AND SELL POLICIES AS NEEDED. 3) STRATEGY, INC., PRESIDENT, 1984, BOTH INVESTMENT AND NON-INVESTMENT RELATED, 12002 TRAFALGAR, STE 102, LUBBOCK, TX 79424, APPROXIMATELY 25 HOURS PER WEEK FROM FEBRUARY TO APRIL 15TH, APPROXIMATELY 8 HOURS PER WEEK DURING TRADING HOURS FROM FEBRUARY TO APRIL 15TH, PREPARING TAX RETURNS PRIMARILY FOR FINANCIAL SERVICES CLIENTS.4) VINTAGE TOWN ASSEMBLY INC; TREASURE FOR HOA BOARD; NOVEMBER 2022; LUBBOCK, TX; MANAGE HOA FINANCES; APPROXIMATELY 10 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-01-08 |
Reach out to this advisor