Best Investors
Account
Sign in
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-19 |
Branch Locations
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Dallas | TX | 11/2022 | 03/2024 |
| Wells Fargo Bank | Dallas | TX | 11/2022 | 03/2024 |
| Morgan Stanley | Dallas | TX | 01/2020 | 11/2022 |
| Jpmorgan Chase & Co | Plano | TX | 06/2017 | 01/2020 |
| Citigroup | Dallas | TX | 01/2013 | 06/2017 |
| Texas Capital Bank | Dallas | TX | 03/2024 | Present |
| Tcbi Securities | Dallas | TX | 04/2024 | Present |
| Texas Capital Bank Private Wealth | Dallas | TX | 04/2024 | Present |
1) Texas Capital Bank | Not Investment Related | 2000 McKinney Ave Dallas, TX 75204 | Banking | Sr. Credit Officer | Exec Dir. | 27Mar24 | 160hrs | 8hrs trading hrs | Sr. Credit Officer 2) Texas Capital Bank Private Wealth | Investment Related | 2000 McKinney Ave Dallas, TX 75204 | RIA | Sr. Credit Officer | Exec Dir. | April 2024 | 1hrs | 0hrs trading hrs | IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-13 |
Reach out to this advisor