Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-23 |
Branch Locations
1330 Post Oak Blvd, Suite 1500, Houston, TX 77056 • United States
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Capital Bank Private Wealth Advisors | Houston | TX | 10/2023 | Present |
| Kbfm Llc | Nashville | TN | 08/2020 | 05/2023 |
| Texas A&M University | College Station | TX | 08/2016 | 05/2020 |
| Unemployed | Houston | TX | 09/2023 | 09/2023 |
| Extended Travel | Multiple Cities | 06/2023 | 08/2023 |
KBFM | KBFM is an entertainment business that provides services to international touring and recording artists, songwriters, producers, etc. | This position is not client facing nor will there be any client interactions at all. It is solely helping the founder/partner with back office items on an as needed basis. Items include creating and/or reviewing Excel spreadsheets or PPTs, helping interns, assisting with onboarding processes, or other miscellaneous items that arise. | Started 02/10/2024 | 7 Hours weekly | $30.00 hourly
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-23 |
Reach out to this advisor