Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-01-16 |
| TX | RA | APPROVED | 2003-12-17 |
Branch Locations
550 W. Texas Avenue Suite 120, Midland, TX 79701-4255 • United States
1 Cowboys Way Suite 450, Frisco, TX 75034 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Frisco | TX | 03/2008 | Present |
(1) SHELTON SCHOOL & EVALUTION CENTER; 15720 HILLCREST RD., DALLAS TX; BUSINESS DESCRIPTION: SCHOOL BOARD; NOT INVESTMENT RELATED; START DATE: SEPTEMBER 2009; CAPACITY: BOARD OF DIRECTORS; DUTIES GENERAL OVERSIGHT; HOURS DEVOTED TO THIS OBA PER MONTH: 8; HOURS DEVOTED DURING TRADING PER MONTH: NONE; (2) NAME OF ENTITY: Floralyn Partners, LP ADDRESS: 10106 Inwood Road, Dallas, Texas 75229 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Partnership START DATE: Jan 01, 2005 CAPACITY: Other DUTIES: Managing General Partner overseeing partnership investment decisions for family-owned assets. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1 (2) FLORALYN PARTNERS II LP; ADDRESS: PERSONAL RESIDENCE; BUSINESS DESCRIPTION: INVESTMENT HOLDING ACCOUNT; START DATE: 11/19/12; CAPACITY: ARTNER; DUTIES: MANAGING ACCOUNT; TIME DEVOTED TO THIS ACTIVITY PER MONTH: 2, TIME DEVOTED TO THIS ACTIVITY PER MONTH DURING SECURITY TRADING HOURS: 0. (3) Name of Entity: RUGGER LALALAND LAND HOLDINGS, LLC Non-Investment related: Address of Entity: 1906 S. Ocean Blvd. Palm Beach, FL 33480 Nature of OBA: A cafe with a purpose of hiring and mentoring foster youth and normalizing kindness Position/Title/Relationship: Other; Managing member Projected start date: 06/01/23 Time devoted: 1hour; 1 hour during securities trading hours Duties: Capital contribution (4) NAME OF ENTITY: Hobe Sound Property Holdings ADDRESS: 406 South Beach Road Hobe Sound FL 33455 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Capital Expenditure Account. CAPACITY: Other - Manager START DATE: 02/14/2024 DUTIES: monitoring account. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1 (5) NAME OF ENTITY: AT G3 Holdings LLC ADDRESS: 10106 Inwood Road Dallas Texas 75229 INVESTMENT/NOT INVESTMENT RELATED: Yes BUSINESS DESCRIPTION: Other START DATE: Mar 25, 2026 CAPACITY: Other DUTIES: Manager for family account HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1 (6) NAME OF ENTITY: JDA Latitude LP ADDRESS: 10106 Inwood Road, Dallas, Texas 75229 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Partnership START DATE: Apr 28, 2026 CAPACITY: Other DUTIES: Manager of family accounts HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1 (7) NAME OF ENTITY: Floralyn Investment Holdings ADDRESS: 10106 Inwood Road, Dallas, Texas 75229 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Partnership START DATE: Apr 20, 2026 CAPACITY: Other DUTIES: Oversight and Investment Decision HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1 (8) NAME OF ENTITY: AT JR G3 Holdings LP ADDRESS: 10106 Inwood Road Dallas Texas 75229 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: Mar 25, 2026 CAPACITY: Other DUTIES: Manager of family account. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-23 |
Reach out to this advisor