Best Investors
Account
Sign in
15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-14 |
Branch Locations
15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knightcare Management | Agoura Hills | CA | 04/2016 | 12/2016 |
| Aig | Woodland Hills | CA | 01/2017 | 11/2018 |
| American Funds | San Antonio | TX | 12/2018 | 04/2020 |
| American Funds | San Antonio | TX | 04/2020 | 01/2021 |
| American Funds | San Antonio | TX | 01/2021 | 05/2022 |
| Citigroup | San Antonio | TX | 05/2022 | 06/2023 |
| Victory Capital Services, Inc. | San Antonio | TX | 06/2023 | Present |
| Victory Capital Management Inc. | San Antonio | TX | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-27 |
Reach out to this advisor