Best Investors
Account
Sign in
1701 Simond Avenue Unit 104, Austin, TX 78723 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-24 |
Branch Locations
1701 Simond Avenue Unit 104, Austin, TX 78723 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Austin | TX | 11/2017 | 01/2019 |
| Principal Securities Inc | Austin | TX | 11/2017 | 01/2019 |
| Pubcrawler Of Austin | Austin | TX | 07/2016 | 11/2017 |
| Emler Swim School | Austin | TX | 06/2016 | 08/2017 |
| Top Shelf Events | Austin | TX | 01/2014 | 11/2017 |
| Ameriprise Financial Services, Inc. | Austin | TX | 01/2019 | 03/2023 |
| Carlin Wealth Management Group, Llc | Austin | TX | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-15 |
Reach out to this advisor