Best Investors
Account
Sign in
Best Investors
Account
Sign in
16414 San Pedro Suite 930, San Antonio, TX 78232-5185 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-11 |
Branch Locations
16414 San Pedro Suite 930, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golfsmith International | Austin | TX | 10/2015 | 12/2016 |
| Unemployed | Austin | TX | 12/2016 | 05/2017 |
| Axa Advisors, Llc | New York | NY | 05/2017 | 09/2019 |
| Mcnally Financial Services Cororation | San Antonio | TX | 10/2019 | Present |
NBG Home - Corporate Finance Contractor - financial modeling and forecasting - non-investment related - 12303 Technology Blvd, Suite 950, Austin Texas 78727 - Start date 1/2/2024 - Approx 20-25 hours a month - during trading hours. Two Seven Investments LLC - Family owned real estate business. Managing member. Non-investment related. Start date December 3, 2020. Few hours a month during non-trading hours. Manage operations, including financials and tenant communications. LMC Landscape Partners - Contractor - Update and improve cashflow models, work with accounting and finance departments to build KPI reporting, and help with ERP implementation for KPI and cashflow management. Non-investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-30 |
Reach out to this advisor