Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-29 |
Branch Locations
1020 Ne Loop 410 Suite 340, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Antonio | TX | 05/2016 | 12/2016 |
| Axa Advisors, Llc | New York | NY | 12/2016 | 06/2019 |
| Frost Brokerage Services | San Antonio | TX | 06/2019 | 02/2024 |
| Frost Investment Services | San Antonio | TX | 08/2019 | 02/2024 |
| Commonwealth Financial Network | San Diego | CA | 02/2024 | Present |
| Kin Wealth | San Antonio | TX | 02/2024 | Present |
Fixed insurance sales; as of 2/29/2024; Less than 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-03 |
Reach out to this advisor