Best Investors
Account
Sign in
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-06-28 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
2320 Grande Blvd Se Suite D, Rio Rancho, NM 87124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lovato Law, Pc | Rio Rancho | NM | 10/2017 | Present |
| Law Office Of Dorene A Kuffer | Albuquerque | NM | 03/2018 | 12/2018 |
| Sandoval County Probate Court | Bernalillo | NM | 01/2023 | Present |
| Saucedochavez, Pc | Albuquerque | NM | 06/2015 | 10/2017 |
| Integrity Advisory Solutions | Rio Rancho | NM | 06/2024 | Present |
| University Of New Mexico School Of Law | Albuquerque | NM | 08/2014 | 05/2017 |
1. American Academy Wealth; Investment related; 2320 Grande Blvd SE Suite D, Rio Rancho, NM 87124; DBA for securities business; IAR; 06/27/2024; 0 hours per month; 0 hours during securities trading hours; IAR 2. Lovato Law, PC; Not investment related; 2320 Grande Blvd SE Suite D, Rio Rancho, NM 87124; Law Practice; Attorney/Owner; 10/17/2017; 160 hours per month; 130 hours during trading hours; Provide estate planning legal services to clients 3. Sandoval County Probate Court; 1500 Idalia Road Building D, Bernalillo, NM 87004; Elected Official Probate Court; Probate Judge; 01/01/2023; 10 hours per month; 10 hours during trading hours; Review and approve probate applications 4. Fixed Insurance Sales; Investment related; 2320 Grande Blvd SE Suite D, Rio Rancho, NM 87124; Fixed insurance sales; Agent; 08/03/2023; 5 hours per month; 5 hours during trading hours; Insurance producer/sales 5. Lovato Financial, LLC; Investment related; 2320 Grande Blvd SE Suite D, Rio Rancho, NM 87124; DBA for Securities Business; IAR; 07/24/2024; 0 hours per month; 0 hours during securities trading hours; DBA for securities business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-27 |
Reach out to this advisor