Best Investors
Account
Sign in
Best Investors
Account
Sign in
9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-08 |
Branch Locations
9519 Delaney Creek Blvd, Tampa, FL 33619 • United States
9800 Fredericksburg Road, San Antonio, TX 78288 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 09/2011 | 06/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 09/2011 | 12/2020 |
| Uber | San Antonio | TX | 05/2017 | 11/2018 |
| Usaa Investment Services Company | San Antonio | TX | 01/2018 | Present |
| Usaa Life Insurance Company | San Antonio | TX | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 1993-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-25 |
Reach out to this advisor