Best Investors
Account
Sign in
Best Investors
Account
Sign in
5209 Burnet Road Ste. 210, Austin, TX 78756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dk Partners, Pc. | Austin | TX | 01/1984 | Present |
| Austin Wealth Management, Llc | Austin | TX | 10/2014 | 11/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2014 | 12/2018 |
| Austin Wealth Management, Llc | Austin | TX | 09/2025 | Present |
| Dobl Tax | Austin | TX | 09/2025 | Present |
1. DANIEL DAVILA III FAMILY LIMITED PARTNERSHIP; NOT INVESTMENT RELATED; 7207 MCNEIL DR. AUSTIN TX 78729; FAMILY OWNED INVESTMENT COMPANY; GENERAL PARTNER;1/1999; 6HRS/MO; 0HRS/DAY; COMPENSATION - DISTRIBUTIONS ONLY; MANAGE A VARIETY OF ASSETS (REAL ESTATE, RANCH, STOCKS, OTHER CLOSELY HELD ENTITIES) 2. Davila Partners, Inc. Not Investment Related. 8329 Lime Creek Road, Volente, TX 78641. Pharmaceutical Sales. Secretary/Treasurer. 07/2016. 10 Hrs/Mo; All During Trading Hours. Accountant/Admin. 3. Heartland Roofing & Construction, LLC. Not Investment Related. 8329 Lime Creek Road, Volente, TX 78641. Roofing & Construction. Secretary/Treasurer. 01/2017. 15 Hrs/Mo; All During Trading Hours. Accountant/Admin.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-07-06 |
Reach out to this advisor