Best Investors
Account
Sign in
Best Investors
Account
Sign in
333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-21 |
Branch Locations
San Antonio, TX • United States
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed | San Antonio | TX | 01/2017 | 07/2017 |
| San Antonio Food Bank | San Antonio | TX | 02/2012 | 06/2017 |
| Bank Of America, N.A. /Merrill Lynch, Pierce, Fenner & Smith Inc | San Antonio | TX | 06/2017 | 12/2018 |
| Edward Jones | San Antonio | TX | 01/2019 | 04/2023 |
| Lone Star National Bank / Lpl Financial Llc | San Antonio | TX | 05/2023 | 12/2024 |
| Capital Group / Capital Client Group, Inc. | San Antonio | TX | 12/2024 | Present |
| Erc Builders, Llc | Somerset | TX | 12/2019 | Present |
| Lone Star Neighborhood Market | Somerset | TX | 04/2021 | Present |
LONE STAR NEIGHBORHOOD MARKET POSITION: Partner NATURE: Inactive business. My wife is holding the name so she can sell goods in the future. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/28/2021 ADDRESS: Somerset TX 78069, United States DESCRIPTION: None. Inactive business. My wife is holding the name so she can use it in the future. ERC BUILDERS, LLC POSITION: Partner NATURE: Buy, renovate, sell properties. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/19/2019 ADDRESS: Somerset TX 78069, United States DESCRIPTION: Business belongs to my wife. I help support her when she needs it. My activities, if needed, are limited to after hours and weekends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-31 |
Reach out to this advisor