Best Investors
Account
Sign in
501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-05 |
Branch Locations
2850 North Harwood 18Th Floor & 17Th Floor, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Dallas | TX | 12/2009 | 05/2022 |
| Stifel Nicolaus & Co Inc | Dallas | TX | 05/2022 | Present |
1. Baylor Scott and White Foundation; 3600 Gaston Ave, Ste 100, Dallas, TX 75246; Foundation for Network of Hospitals; Advisory Board Member; To serve the community by raising awareness of the Hospital network locally; 05/13/2022; 6 Hours per Year; Not during securities trading hours; Not Investment-Related 2. AGTX, LLC; 2600 Round Table Blvd Lewisville TX 76056; holds private investments; owner; monitor passive investment; 03/03/2004; 1 hr/ year; not during securities trading hours; Invested Related 3. Maine Property, LLC; 2600 Round Table Blvd Lewisville TX 75056; Real estate holding ; Owner; Monitor passive inv; 4/28/14; 5 hrs per year; not during security trading hours; inv related 4. DBYD, LLC; 2600 Round Table Blvd Lewisville, TX 75056; To hold drilling interest in oil and gas properties. These properties are operated by Doman Capital LLC; Owner/member; Fund the drilling of oil and gas properties; 01/09/2026; 2hrs/mth; Not during securities trading hours; Investment related 5. Matador 439, LLC; 2600 Round Table Blvd Lewsiville, TX 75056; Oil and gas drilling; Owner/member; Fund oil and gas drilling operation; 01/09/2026; 2hrs/mth; Not during securities trading hours; Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-28 |
Reach out to this advisor