Best Investors
Account
Sign in
Best Investors
Account
Sign in
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
Branch Locations
314 E. Common St, New Braunfels, TX 78130 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Farm Credit | San Antonio | TX | 08/2010 | 01/2022 |
| Texas Financial Advisory | San Antonio | TX | 08/2023 | 12/2024 |
| Unemployed | San Antonio | TX | 01/2022 | 08/2023 |
| Foundations Investment Advisors | Phoenix | AZ | 12/2024 | Present |
(1) TREASURER AND OWNER OF 76 BAR INVESTMENTS II, LLC (76 BAR); 76 BAR HOLD 20% INTEREST IN BLUE RIBBON COUNTRY STORE AND 181 DIRT, LLC, MR. THOMS SERVES AS A TREASURER OF BOTH ENTITIES, BLUE RIBBON COUNTRY STORE IS A RETAIL OPERATING COMPANY AND 181 DIRT IS A REAL ESTATE HOLDING COMPANY; ENTITIES ARE NOT INVESTMENT RELATED; BOTH STARTED IN 2016 AND ARE LOCATED IN BEEVILLE, TEXAS. HE SPENDS 1-2 HOURS PER MONTH IN THIS ACTIVITY, ALL OF WHICH ARE DURING SECURITIES TRADING HOURS. (2) MAGELLAN INSURANCE; 314 E. COMMON ST. NEW BRAUNFELS, TX 78130 ; FIRM OFFERS INSURANCE AND ANNUITY SOLUTIONS TO RETAIL CLIENTS; INVESTMENT RELATED; SALES AGENT; INDEPENDENT INSURANCE; REVIEWING CLIENTS AND PROSPECTS INSURANCE AND ANNUITY PLANS AND PROPOSING SOLUTIONS AS NEEDED; 40 HRS/MONTH DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-06 |
Reach out to this advisor