Best Investors
Account
Sign in
543 Harbor Blvd Ste 501, Destin, FL 32541 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-19 |
| FL | RA | APPROVED | 2021-02-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Clear Harbor Wealth Management, Llc | Destin | FL | 02/2015 | Present |
| Center Street Securities | Nashville | TN | 10/2016 | 02/2021 |
| Center Street Securities | Nashville | TN | 10/2016 | 06/2022 |
| Curio Capital Crypto Opportunities Fund Gp, Llc | Destin | FL | 04/2022 | Present |
| Great Point Capital Llc | Chicago | IL | 11/2022 | 12/2024 |
| Curio Capital Endurance Fund Gp Llc | Destin | FL | 07/2026 | Present |
1.Dustin Terry, fixed Insurance sales, not investment-related 4393 Commons Drive E, Suite 106 Destin, FL 32541, Start date 4/16/2009 2 hours per month 2 hours during trading hours insurance sales 2. Dale E. Peterson Realty not investment-related, private residence in Destin, FL; real estate brokerage Co-Owner commenced January 2018 0 hours per month 0 hours during trading hours no functions performed for the business 3. Curio Capital Crypto Opportunities Fund GP, LLC investment-related 4393 Commons Drive E, Suite 106, Destin, FL 32541 General Partner of Curio Capital Crypto Opportunities Fund L.P. Owner 4/6/2022 2 hours per month 0 hours during trading hours overall management of the entity's business and affairs 4. 5x2 LLC; investment-related; Private residence in Destin, FL; Commercial Real Estate Property; Managing Member; Owner; Start date: 12/5/2024;Approximately 1 hours/month; 0 hours/month during trading hours; Commercial property owned by holding company. 5. Curio Capital Endurance Fund GP, LLC investment-related 543 Harbor Blvd., Suite 501 Destin, FL 32541 General Partner of Curio Capital Endurance Fund L.P. Owner 7/2026 2 hours per month 0 hours during trading hours overall management of the entity's business and affairs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-11 |
Reach out to this advisor