Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 S. Mopac Expy Suite 225, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
901 S. Mopac Expy Suite 225, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xtollo Investment Partners, Llc | Portland | OR | 05/2026 | Present |
| Quasar Distributors, Llc | Portland | OR | 05/2026 | Present |
| Steward Partners Investment Solutions, Llc | Portland | OR | 03/2020 | 04/2026 |
| M Financial Group | Portland | OR | 06/2016 | 03/2020 |
| Coast Guard Exchange | Portland | OR | 08/2012 | 09/2016 |
| Steward Partners Global Advisory, Llc | Portland | OR | 04/2021 | 04/2026 |
| Kensington Asset Management, Llc | Portland | OR | 05/2026 | Present |
1) Kensington Asset Management, LLC; Investment Related; Portland, OR; RIA; Compliance Officer; Start Date 5/4/2026; 120 Hrs Per Month; Compliance Officer for the risk and compliance program for an SEC registered RIA. 2) Xtollo Investment Partners, LLC; Investment Related; Portland, OR; Strategic Marketing and Distribution Support; Compliance Officer; Start Date 5/4/2026; 40 Hrs Per Month; Supervisory Principal for XIP RRs and Compliance Consultant for XIP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-18 |
Reach out to this advisor