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 | 2022-10-04 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Mckinney | TX | 08/2015 | 05/2017 |
| Independent Bank Of Tx | Mckinney | TX | 08/2013 | 09/2017 |
| Wells Fargo Clearing Services | Dallas | TX | 11/2017 | 09/2022 |
| Wells Fargo Bank | Dallas | TX | 11/2017 | 09/2022 |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 09/2022 | Present |
| Texas Capital Bank | Dallas | TX | 09/2022 | Present |
| Tcbi Securities | Dallas | TX | 02/2023 | Present |
TRUSTEE OF PARENT'S TRUST; INV. RELATED; DALLAS, TX; START DATE 3/2018; 4 HRS PER MONTH; 0 HRS DURING TRADING. TRUSTEE OF PARENT'S TRUST FBO CHILDREN; INV. RELATED; DALLAS, TX; START DATE 3/2018; 4 HRS PER MONTH; 0 HRS DURING TRADING. Texas Capital Bank; Investment-related; 2000 McKinney Ave., Ste. 1800, Dallas, TX; Private Client Advisor; started September 2022; 160 hours per month and 130 hours during trading hours. Dallas Metropolitan YMCA | Board Director | Serve Not For Profit 501c(3) as volunteer | Started 01/01/2018 | 4 hours monthly | $0.00 compensation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-06-10 |
| S65 | Uniform Investment Adviser Law Examination | 1995-03-22 |
Reach out to this advisor