Best Investors Account Sign in
Inactive

Daniel Schluter

Capital Advisors, Inc.

Frisco, TX

Claim This Profile
Current Employers
Capital Advisors, Inc.

2222 South Utica Place Suite 300, Tulsa, OK 74114 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-07
OK RA APPROVED 2017-12-12
  • TX RA
    APPROVED
    Since 2022-11-07
  • OK RA
    APPROVED
    Since 2017-12-12

Branch Locations

3001 Dallas Parkway, Frisco, TX 75034 • 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
J.P. Morgan Chase Oklahoma City OK 06/2016 08/2017
Osu Foundation Stillwater OK 01/2015 05/2016
Capital Advisors Inc Oklahoma City OK 09/2017 Present
  • 06/2016 → 08/2017
    J.P. Morgan Chase
    Oklahoma City, OK
  • 01/2015 → 05/2016
    Osu Foundation
    Stillwater, OK
  • 09/2017 → Present
    Capital Advisors Inc
    Oklahoma City, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-12
  • S65 Uniform Investment Adviser Law Examination
    2017-12-12
Designations

View on SEC IAPD

More in Frisco, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor