Best Investors
Account
Sign in
5830 Granite Pkwy Suite 200, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-15 |
Branch Locations
5830 Granite Pkwy Suite 200, Plano, TX 75024 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Financial Resources Inc. | Plano | TX | 08/1987 | Present |
| Scf Investment Advisors, Inc. | Fresno | CA | 08/2014 | 12/2024 |
| Tfr Capital | Plano | TX | 11/2024 | Present |
1) Texas Financial Resources, LP; 5801 Tennyson Parkway, Ste 150, Plano, TX; Holding Company; Not investment-related; President; Oversee operations; 07/1988; 10% of time. 2) N/A; 5801 Tennyson Parkway, Ste 150, Plano, TX Insurance Sales; Not investment-related; agent; insurance sales; 10/1984; 10 hours/month; 3) Tennyson Place, LTC; 5801 Tennyson Parkway, Ste 150, Plano TX; Holding company; Not investment-related; Owner 4) Jam Fams, LTD; Plano, TX; not investment-related; Holding Company; Limited Partner 5) The Sam Field Foster Foundation; 3609 Hackamore Ct; Plano, TX; 501c Private Foundation; Employee; 01/2023; Assist trustees in operations, schedule meetings and follow-ups with trustees and foundation board. Coordinate annual distribution and work with tax professional on tax return.; 5 - 7 hours/month, none during trading hours. The Sam Field Foster Foundation; 3609 Hackamore Ct, Plano, TX; 501c Private Foundation; Trustee; Advisory Board, accounting for operations and tax preparation; 2-4 hour / month; none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-30 |
Reach out to this advisor