Best Investors
Account
Sign in
Best Investors
Account
Sign in
9311 San Pedro Avenue Suite 600, San Antonio, TX 78216-4459 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-04-01 |
Branch Locations
9311 San Pedro Avenue Suite 600, San Antonio, TX 78216-4459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swbc Investment Services Llc | San Antonio | TX | 03/2013 | Present |
| Swbc Investment Company | San Antonio | TX | 03/2013 | Present |
1)SWBC LIFE INSURANCE CO., PRESIDENT/CEO, LIFE INSURANCE SALES AND MANAGEMENT, 160 HOURS/MONTH; 2)CHAIRMAN,CONSUMER CREDIT INDUSTRY ASSOCIATION, ATLANTA, GA, 1HR/WEEK, NOT INVESTMENT RELATED; 3)BOARD MEMBER/SECRETARY,TEXAS ASSOCIATION OF LIFE AND HEALTH INSURERS, AUSTIN, TX, 2HR/WEEK, NOT INVESTMENT RELATED 4)AMERICAN BANKERS INSURANCE ASSOCIATION BOARD MEMBER, WASHINGTON, DC, 2HR/WEEK, NOT INVESTMENT RELATED, 5)PRESIDENT, HIGH COUNTRY RANCH HOA, SAN ANTONIO, TX, 0.25 HR/WEEKK, NOT INVESTMENT RELATED; 6)GOVERNING BOARD MEMEBER, MAKE A WISH OF CENTRAL AND SOUTH TEXAS, AUSTIN, TX 2HR/WEEK;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-14 |
Reach out to this advisor