Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-06 |
Branch Locations
700 N. Saint Mary's Suite 100, San Antonio, TX 78205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 12/2025 | 02/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 03/2026 | Present |
| San Jose Police Department, City Of San Jose | San Jose | CA | 07/2005 | 02/2018 |
| San Jose Police Department, City Of San Jose | San Jose | CA | 08/2018 | 02/2021 |
| Santa Clara University School Of Law | Santa Clara | CA | 08/2016 | 05/2019 |
| Simpson Thacher & Bartlett Llp | Palo Alto | CA | 10/2019 | 05/2021 |
| Latham & Watkins Llp | San Diego | CA | 05/2021 | 11/2021 |
| Jackson Walker L.L.P. | San Antonio | CA | 11/2021 | 12/2025 |
1) Name: San Antonio Zoological Society Inc., Address: 3903 N Saint Marys St, San Antonio, TX 78212, Investment Related, Nature: Foundation/Charitable Institution, Position/Title: Volunteer, Start: 08/01/2025, Hours/Month: 0.5, Hours during Market Hours: 0.5, Duties: serve on the Investment Advisory Committee for the Zoo 2) Name: Brian Pettis, Address: private residence, Not Investment Related, Nature: Attorney, Position/Title: Attorney, Start: 07/01/2025, Hours/Month: 5, Hours during Market Hours: 0, Duties: help form entities, represent an investor acquiring an interest in an entity. This activity will not involve engaging in investment banking types of activities, including, but not limited to, fundraising, representing investors investing funds into startups, or selling interests to investors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-20 |
Reach out to this advisor