Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-08 |
Branch Locations
6105 W. Park Blvd., Plano, TX 75093 • United States
5601 Granite Parkway Stes. 400 & 1300, Plano, TX 75024 • United States
400 Coit Rd., Plano, TX 75075 • United States
1500 North Central Expressway, Mckinney, TX 75070 • United States
307 West Washington Street, Sherman, TX 75090 • United States
201 West 12Th Street, Dallas, TX 75208 • United States
792 Watters Rd., Allen, TX 75013 • United States
2650 Royal Lane, Dallas, TX 75229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Coppell | TX | 12/2015 | 11/2016 |
| Bbva Securities Inc. | Grapevine | TX | 11/2016 | 08/2021 |
| Compass Bank | Birmingham | AL | 11/2016 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 11/2016 | 08/2021 |
| Jpmorgan Chase Bank | Coppell | TX | 12/2015 | 11/2016 |
| Hilltop Securities Inc. | Plano | TX | 05/2022 | 04/2024 |
| Accelerate Mortgage | Plano | TX | 10/2021 | 03/2022 |
| Bok Financial Securities, Inc. | Mckinney | TX | 04/2024 | Present |
| Bokf, Na | Mckinney | TX | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-28 |
Reach out to this advisor