Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-08 |
Branch Locations
77 Sugar Creek Center Blvd. Suite 390, Sugar Land, TX 77478 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-08 |
Branch Locations
77 Sugar Creek Center Blvd Suite 590, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dearborn & Creggs | Sugar Land | TX | 09/2017 | Present |
| Lincoln Investment | Fort Washington | PA | 09/2017 | Present |
| City Of Sugar Land | Sugar Land | TX | 04/2003 | 05/2017 |
| Unemployed | Sugar Land | TX | 05/2017 | 09/2017 |
FORT BEND MASTER SWIMMING POSITION: coach NATURE: non profit swim club INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/07/2019 ADDRESS: 2527 Sage Brush, Sugar Land TX 77479, United States DESCRIPTION: Coach 5am swim practice as needed FORT BEND CHAMBER OF COMMERCE POSITION: member of the Board of Directors NATURE: Chamber of Commerce INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 02/22/2022 ADDRESS: 445 Commerce Green Blvd, Sugar Land TX 77478, United States DESCRIPTION: participate in board and subcommittee meetings and attend functions as a representative of the board. HOUSTON MARATHON POSITION: Volunteer committee member/Captain NATURE: Marathon INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/11/2024 ADDRESS: 720 Post Oak Rd, 200, Houston TX 77024, United States DESCRIPTION: volunteers report to me during the course of the marathon . We meet during the year via video and in person to prepare for upcoming race. Spend time organizing and cleaning supplies to be used in the race. Trailhead Wealth Partners LLC Position: owner Nature: Tax/Accounting Purposes Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 12/31/2024 Address: 1Cleveland Dr, Sugar Land, TX 77498 Description: use to process payroll
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-21 |
Reach out to this advisor