Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-21 |
| UT | RA | APPROVED | 2023-07-21 |
| CO | RA | APPROVED | 2023-07-20 |
| NY | RA | APPROVED | 2023-07-20 |
| CA | RA | APPROVED | 2023-07-10 |
| TX | RA | APPROVED | 2021-07-29 |
Branch Locations
100 Crescent Court Suite 400, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Dallas | TX | 07/2006 | Present |
| Jp Morgan Securities | Dallas | TX | 07/2006 | Present |
| Ubs Financial Services | Dallas | TX | 07/2021 | Present |
The name of the business is Steele Creek Management. My family owns and operates self-storage and manufactured housing communities. This business is not investment related. The address is 4015 Beltline Road Addison, TX 75001. I do not have a position. My relationship is that I own 1/6 of a family limited partnership that owns the business. I began to receive a small salary this spring. I devote 0 hours a month to the business and 0 hours during the trading day. I have no duties. 2) Name of Business: YMCA of Metropolitan Dallas Foundation./ Address: 146 Town Center BlvdCoppellTexasUnited States./ Role: Member of Board of directors./ Start Date: 11/18/2022./ Time Required: Yes. 3) Garden Club of AmericaNYNew YorkUnited States10022gcamerica.orgCharityBrings garden clubs together to cultivate the bond among people, plants and the environment.OtherMember of Finance CommitteeI work with 6 committees (Library. Membership, Archives & History, Bulletin, House and Hospitality), to put together their yearly budget then help with any financial questions they have during the year - i.e., if they need to change their budget during the year, I take it to the finance committee to get the item approved. I do not write checks or have access to any banking accounts - it is purely an educational job with regards to committee budgeting.start date -7/1/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-09 |
Reach out to this advisor