Best Investors
Account
Sign in
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-18 |
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 |
|---|---|---|---|---|
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 11/2022 | Present |
| Texas Capital Bank | Dallas | TX | 11/2022 | Present |
| Unemployed | Plano | TX | 03/2022 | 11/2022 |
| Freedom Mortgage | Plano | TX | 10/2021 | 03/2022 |
| Penny Mac | Plano | TX | 08/2020 | 10/2021 |
| Caliber Home Loans | Coppell | TX | 03/2020 | 08/2020 |
| Loandepot | Plano | TX | 11/2019 | 03/2020 |
| Thmed | Farmers Branch | TX | 06/2018 | 11/2019 |
| Unemployed | Frisco | TX | 01/2018 | 06/2018 |
| Student | Frisco/College Station | TX | 08/2012 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-18 |
Reach out to this advisor