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 | 2022-01-03 |
Branch Locations
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
1330 Post Oak Boulevard Suite 1500, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Houston | TX | 11/2018 | 08/2021 |
| Wells Fargo Bank | Houstin | TX | 11/2018 | 08/2021 |
| Texas Capital Bank Private Wealth Advisors | Houston | TX | 08/2021 | Present |
| Kingswood Capital Partners, Llc | San Diego | CA | 10/2021 | 06/2023 |
| Texas Capital Bank | Houston | TX | 08/2021 | Present |
| Tcbi Securities | Dallas | TX | 06/2023 | Present |
| Jpmorgan Chase Bank Na | Houston | TX | 05/2013 | 10/2018 |
| J.P. Morgan Securities Llc | Houston | TX | 05/2013 | 10/2018 |
Texas Capital Bank; Investment-related; 1330 Post Oak Blvd, Suite 1500 Houston, TX 77056. Private Client Advisor; started April 2021; 160 hours per month and 130 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-19 |
Reach out to this advisor