Best Investors
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Best Investors
Account
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2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-03 |
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 |
|---|---|---|---|---|
| Neuberger Berman Llc | Dallas | TX | 07/2013 | 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 | 03/2023 | Present |
Texas Capital Bank; Investment-related; 2000 McKinney Ave., Ste. 1800, Dallas, TX; Investment Advisor; started September 2022; 160 hours per month and 130 hours during trading hours. Leadership Forward Mentoring Program | Board Member & Treasurer | started 07/01/2021 | 8 hours monthly | $0.00 USD
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-12 |
| S66 | Uniform Combined State Law Examination | 2010-02-05 |
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