Best Investors
Account
Sign in
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-27 |
| CA | RA | APPROVED | 2014-09-23 |
Branch Locations
42035 12 Th W Ste 104, Lancaster, CA 93534 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Austin | TX | 08/2014 | Present |
| Kestra Private Wealth Services, Llc | Palmdale | CA | 08/2014 | Present |
Business Name: Dickinson Graham Capital Management Investment Related: Yes Address: 42053 10th Street West Lancaster CA 93534 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Wealth Advisor Start Date: 9/22/2014 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Wealth Manager Business Name: DatAsset LLC Investment Related: No Address: 2624 West Avenue N12 Palmdale CA 93534 Nature of Business: Other Other/None of the Above Pass through LLC to manage expenses of DBA Position, Title or Relationship: Owner Start Date: 9/21/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Pass through LLC to manage expenses of DBA Business Name: alicia dickinson memorial foundation Investment Related: No Address: 40950 10th street west lancaster CA 93534 Nature of Business: Other Other/None of the Above prevention of pet over population Position, Title or Relationship: Secretary treasurer Start Date: 6/18/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: bill paying Business Name: CATS ON PAWTROL POSITION: secretary and founder NATURE: Charity INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2023 ADDRESS: 42035 12th Street West, Suite 104, lancaster CA 93534, United States DESCRIPTION: trap, neuter and return of feral cats
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-19 |
Reach out to this advisor