Best Investors
Account
Sign in
Best Investors
Account
Sign in
9015 Strada Stell Ct Suite 203, Naples, FL 34109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-26 |
| TX | RA | APPROVED_RES | 2021-11-29 |
Branch Locations
1016 Collier Center Way Suite 101, Naples, FL 34110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Wealth Planning, Llc | Naples | FL | 02/2012 | Present |
| Capitalrock Financial, Llc | Naples | FL | 01/2017 | Present |
(1) T. BASS & ASSOCIATES, LLC, CPAS, NON-INVESTMENT RELATED, 5121 CASTELLO DRIVE, SUITE 1, NAPLES, FL 34103, CPA FIRM TAX PARTNER, 09/15/10, 175 HOURS P/M. (2) CAPITALROCK FINANCIAL, LLC, INVESTMENT ADVISER, INVESTMENT-RELATED, 1016 COLLIER CENTER WAY, SUITE 101, NAPLES, FL 34110, CHIEF COMPLIANCE OFFICER. 01/2017, 5 HOURS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-01 |
Reach out to this advisor