Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-13 |
Branch Locations
98 San Jacinto 2Nd Floor, Austin, TX 78701 • United States
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 |
|---|---|---|---|---|
| Bmo Harris Financial Advisors, Inc | Phoenix | AZ | 06/2013 | 07/2019 |
| Comerica | Austin | TX | 01/2020 | 06/2022 |
| Unemployed | Cave Creek | AZ | 07/2019 | 01/2020 |
| Texas Capital Bank Private Wealth Advisors | Austin | TX | 06/2022 | Present |
| Texas Capital Bank | Austin | TX | 06/2022 | Present |
| Tcbi Securities | Austin | TX | 02/2023 | Present |
Texas Capital Bank; Investment-related; 98 San Jacinto, Ste. 200, Austin, TX; Private Client Advisor; started June 2022; 160 hours per month and 130 hours during trading hours. Exit Planning Exchange; NOT Investment-related; Austin, TX; President; Started August 1, 2022 - term through July 30, 2024; 10 hours per month and 0 hours during trading hours. Positive Coaching Alliance; NOT Investment-related; Austin, TX; Board Member; Started November 1, 2000; 1 hour per month and 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-14 |
Reach out to this advisor