Best Investors Account Sign in
Inactive

James Andrew Mcfarland

Oak Harvest Investment Services

Houston, TX

Claim This Profile
Current Employers
Oak Harvest Investment Services

920 Memorial City Way Suite 150, Houston, TX 77024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-12
  • TX RA
    APPROVED
    Since 2018-01-12

Branch Locations

920 Memorial City Way Suite 150, Houston, TX 77024 • 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
Morgan Stanley Tokyo 08/2016 12/2016
Oak Harvest Investment Services Houston TX 12/2016 Present
Oak Harvest Financial Group Houston TX 12/2016 Present
  • 08/2016 → 12/2016
    Morgan Stanley
    Tokyo
  • 12/2016 → Present
    Oak Harvest Investment Services
    Houston, TX
  • 12/2016 → Present
    Oak Harvest Financial Group
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-26
  • S65 Uniform Investment Adviser Law Examination
    2017-03-26

View on SEC IAPD

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor