Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-14 |
Branch Locations
254 S. Main Street Suite 515, New City, NY 10956 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Advisors, Llc | New York | NY | 01/2015 | 07/2018 |
| Woodbury Financial Services, Inc. | New York | NY | 07/2018 | 04/2026 |
| Woodbury Financial Services, Inc. | New York | NY | 07/2018 | 01/2024 |
| Osaic Wealth, Inc. | New City | NY | 01/2024 | 04/2026 |
| Wells Fargo Advisors Financial Network, Llc | New York | NY | 04/2026 | Present |
CAPSTONE PRIVATE WEALTH LLC EXPENSE ACCOUNT; INV RELATED;NEW CITY,NY; FINET ;100% OWNERSHIP; START DATE: 04/01/2026; 20 HRS PER MONTH; 20 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-16 |
Reach out to this advisor