Best Investors
Account
Sign in
Best Investors
Account
Sign in
15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Distributors, Inc | Minneapolis | MN | 03/2023 | 11/2023 |
| Definitive Healthcare | Framingham | MA | 06/2020 | 02/2023 |
| Okemo Mountain Resort | Ludlow | VT | 12/2012 | 04/2017 |
| Wells Fargo Advisors | Westport | CT | 06/2017 | 08/2018 |
| Trumbull Racquet Club | Trumbull | CT | 06/2014 | 08/2019 |
| Student | Durham | NH | 08/2016 | 06/2020 |
| Amundi Distributor Us, Inc. | Boston | MA | 01/2024 | 04/2025 |
| Victory Capital Services, Inc. | Boston | MA | 04/2025 | Present |
| Victory Capital Management Inc. | Boston | MA | 04/2025 | Present |
Since November 2023, Ski Coach - Okemo Mountain, located at 77 Okemo Ridge Road, Ludlow, VT 05149. Duties include teaching/coaching children on how to ski. This is not investment related. Will devote approximately fifty-six hours per month toward this activity - zero hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-24 |
Reach out to this advisor