Best Investors
Account
Sign in
Best Investors
Account
Sign in
501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bokf, Na | Oklahoma City | OK | 06/2015 | 11/2016 |
| Bok Financial Securities, Inc. | Oklahoma City | OK | 11/2016 | 04/2018 |
| Bny Mellon Wealth Management | Dallas | TX | 04/2018 | 04/2021 |
| Tolleson Private Wealth Management | Dallas | TX | 05/2021 | 12/2022 |
| Northern Trust | Dallas | TX | 05/2023 | 11/2025 |
| Alliance Bernstein | Dallas | TX | 11/2025 | Present |
| Unemployed | Dallas | TX | 12/2022 | 05/2023 |
Count: 2 1) BusinessName: FKBP LLC INVESTMENT RELATED: No ADDRESS: 9727 Queenswood Ln NATURE OF BUSINESS: short term rental real estate for airbnb short term rental real estate POSITION: Owner RELATIONSHIP: 2023-12-01 APPROXIMATE NUMBER HOURS: 2 hours/month, 0 hours during trading hours YOUR DUTIES: I own and operate short term rental real estate aka airbnb. I have a house in GA that I do the operations for. 2) BusinessName: FKB Ventures LLC INVESTMENT RELATED: No ADDRESS: 9727 Queenswood Ln NATURE OF BUSINESS: short term rental real estate POSITION: Owner RELATIONSHIP: 2024-04-01 APPROXIMATE NUMBER HOURS: 5 hours/month, 0 hours during trading hours YOUR DUTIES: airbnb
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-31 |
| S65 | Uniform Investment Adviser Law Examination | 2017-01-13 |
Reach out to this advisor