Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-01 |
Branch Locations
1780 Hughes Landing Blvd, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Houston | TX | 10/2012 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | The Woodlands | TX | 03/2021 | Present |
| Bank Of America, N.A. | The Woodlands | TX | 06/2021 | Present |
I*: 2832282 Entity Type: For Profit Name of OBA: Capstone Development Group Address: Houston, TX 77070 Investment Related: No Position, Title, Association: Owner Employee Start Date: 09/30/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 0 Duties: Civil and Construction projects. I will be more of a silent investor but will get equity ownership of the company with my investment in this company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-06 |
Reach out to this advisor