Best Investors
Account
Sign in
Best Investors
Account
Sign in
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-06 |
Branch Locations
916 S Capital Of Texas Highway Suite 2.100, Austin, TX 78746 • United States
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Austin | TX | 12/2002 | 05/2020 |
| Kershner Trading | Austin | TX | 04/2020 | 10/2020 |
| Chapman University | Austin | TX | 02/2021 | 05/2024 |
| Aquila Commercial | Austin | TX | 05/2023 | 08/2023 |
| Upmerch | Austin | TX | 08/2022 | 05/2023 |
| 49 Financial | Austin | TX | 08/2024 | Present |
| City Of Austin | Austin | TX | 05/2017 | 08/2017 |
| Unemployed | Austin | TX | 10/2020 | 02/2021 |
1. fixed insurance agent / investment related / 40 hours per month / same address as above 2. Longhorn Aquatics / No / 1900 Red River St, Austin, TX, 78705 / Swim Center / Assistant Water Polo Coach / coach part-time every summer / 15 - 18 hours per month / None during securities trading hours / Coach water polo practices pertaining to all age groups from 10U to 18U 3. Friends of Texas Water Polo / not investment related / 2630 Exposition Blvd, Ste G-02, Austin TX 78703 / Swim center / Board member / 5 hours outside business hours / 3 hours during business hours / assists with the non-profit organization for water polo by helping to grow the sport in Texas.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-03 |
Reach out to this advisor