Best Investors
Account
Sign in
Best Investors
Account
Sign in
6860 N. Dallas Parkway Suite 200, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2012-06-20 |
Branch Locations
6860 N. Dallas Parkway Suite 200, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milestone Wealth Strategies | Plano | TX | 01/2011 | Present |
| James F. Scott Investment Services | Plano | TX | 08/2009 | Present |
| Oil & Gas Minerals | Roger Mills County | OK | 01/1980 | Present |
1.I PERSONALLY OWN OIL & GAS MINERAL RIGHTS IN OK AND MI SINCE THE MID 1980'S OR EARLIER. THESE ARE IN MY PERSONAL NAME & ONCE EVERY FEW YEARS AN OIL & GAS COMPANY WILL MAKE AN UNSOLICITED OFFER TO LEASE THE MINERAL RIGHTS. 1 HOUR WEEKLY, 1 DURING TRADING HOURS. NOT INVESTMENT RELATED. 2. MILESTONE WEALTH STRATEGIES - PLANO, TX. OWNER. NAMES CHANGED FROM JAMES F. SCOTT INVESTMENT SERVICES. STARTED 1/20/2011. 75 HOURS WEEKLY, 33 DURING TRADING HOURS. 3.JAMES F. SCOTT INVESTMENT SERVICES:INVESTMENT RELATED:8/2009-PRESENT:PLANO, TX:CEO/PRESIDENT:SUPPORT CO.:50 HRS/WK:40 HRS DURING TRADING:PROVIDING FINANCIAL SERVICES FOR CLIENT BASE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-26 |
Reach out to this advisor