Best Investors
Account
Sign in
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-17 |
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 |
|---|---|---|---|---|
| Texas Capital Bank | Dallas | TX | 05/2024 | 08/2024 |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 08/2025 | Present |
| Winnow Wealth | Waco | TX | 05/2022 | 08/2022 |
| D1 Waco | Waco | TX | 07/2019 | 07/2020 |
| Baylor University | Waco | TX | 07/2021 | 07/2025 |
| Midway High School | Waco | TX | 07/2017 | 05/2021 |
| Midway Middle School | Waco | TX | 07/2015 | 07/2017 |
| Texas Capital Bank | Dallas | TX | 08/2025 | Present |
| Tcbi Securities | Dallas | TX | 03/2026 | Present |
the name of the other business; TEXAS CAPITAL BANK whether the business is investment-related; YES the address of the other business; 2000 MCKINNEY AVENUE, DALLAS, TEXAS, 75201 the nature of the other business; BANKING / WEALTH MGMT your position; ANALYST title, or relationship with the other business; ANALYST the start date of your relationship; 07/2025 the approximate hours worked per "month" for Bank during normal business hours; 260 the number of "hours worked per "month" for Bank during "trading hours; 260 and briefly describe your duties relating to the other business; Wealth Management and Banking Analyst the name of the other business; ESPN whether the business is investment-related; NO the address of the other business; N/A the nature of the other business; SPORTS COMMENTATING your position; COLOR COMMENTATOR title, or relationship with the other business; COLOR COMMENTATOR the start date of your relationship; 02/2026 the approximate number of hours/month you devote to the other business; 6 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; COMMENTATE BIG 12 BASEBALL GAMES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-12 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-17 |
Reach out to this advisor