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Bobby Glenn James

Tfr Capital

Plano, TX

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Current Employers
Tfr Capital

5830 Granite Pkwy Suite 200, Plano, TX 75024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-15
  • TX RA
    APPROVED
    Since 2024-11-15

Branch Locations

5830 Granite Pkwy Suite 200, Plano, TX 75024 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 08/1987 → Present
    Texas Financial Resources Inc.
    Plano, TX
  • 08/2014 → 12/2024
    Scf Investment Advisors, Inc.
    Fresno, CA
  • 11/2024 → Present
    Plano, TX
Previous Registrations
  • 2014-08-12 → 2025-01-02
    Scf Investment Advisors, Inc.
    Plano, TX
    San Diego, CA
    Plano, TX
  • 2007-01-31 → 2014-10-15
    Tfr Advisors Llp
    Plano, TX
  • 2014-06-05 → 2014-06-25
    Advanced Practice Advisors, Llc
    La Quinta, CA
  • 2006-05-30 → 2007-01-08
    Vsr Financial Services, Inc.
    Overland Park, KS
    Plano, TX
  • 2002-07-12 → 2006-12-31
    Tfr Advisors Llp
    Plano, TX
  • 2005-04-29 → 2006-06-01
    Ffec Wealth Partners Llc
    Plano, TX
    Plano, TX
  • 2002-07-12 → 2002-12-31
    Tfr Advisors Llp
    Plano, TX
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-12-27
S63 Uniform Securities Agent State Law Examination 1984-11-30
  • S65 Uniform Investment Adviser Law Examination
    2005-12-27
  • S63 Uniform Securities Agent State Law Examination
    1984-11-30

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