Best Investors Account Sign in
Inactive

Lowell Quentin Bass

Bf, LLC

Houston, TX

CRD 827011

Claim This Profile
Employer firm

Bf, LLC CRD 327273

$4.60M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Bf, Llc

770 South Post Oak Lane Suite 690, Houston, TX 77056-2047 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-25
  • TX RA
    APPROVED
    Since 2023-10-25

Branch Locations

770 South Post Oak Lane Suite 690, Houston, TX 77056-2047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Taggart Financial Group, Inc. Houston TX 04/1993 07/2018
Bass Financial, Llc Houston TX 03/2023 Present
Rhj Financial, Inc. Houston TX 04/2018 03/2024
Personal Mentor Houston TX 01/2015 Present
  • 04/1993 → 07/2018
    Taggart Financial Group, Inc.
    Houston, TX
  • 03/2023 → Present
    Bass Financial, Llc
    Houston, TX
  • 04/2018 → 03/2024
    Rhj Financial, Inc.
    Houston, TX
  • 01/2015 → Present
    Personal Mentor
    Houston, TX
Previous Registrations
  • 2018-04-12 → 2024-03-20
    Rhj Financial, Inc.
    Houston, TX
    Houston, TX
  • 1995-07-31 → 2018-07-16
    Taggart Financial Group, Inc.
    Houston, TX
    Houston, TX
    Houston, TX
Other Businesses

I PROVIDE PERSONAL MENTORING AS A SOLE PROPRIETOR TO INDIVIDUALS FOR APPROXIMATELY 10 HOURS PER MONTH SINCE THE FALL OF 2016 TO PRESENT.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-09-28
  • S63 Uniform Securities Agent State Law Examination
    1983-09-28

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Houston, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor