Best Investors
Account
Sign in
Best Investors
Account
Sign in
21 Waterway Avenue Suite 300, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-08-07 |
| AR | RA | APPROVED | 2017-04-06 |
| TX | RA | APPROVED | 1994-04-15 |
Branch Locations
21 Waterway Avenue Suite 300, The Woodlands, TX 77380 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Crownbridge Wealth Llc | Houston | TX | 06/2012 | Present |
| Wealth Solutions, Inc. | Pflugerville | TX | 04/1994 | Present |
1) CROWNBRIDGE WEALTH LLC; PRESIDENT; HOUSTON, TX; START DATE: 06/2012; NON-INVESTMENT RELATED; FIXED INSURANCE PRODUCTS; LESS THAN 10 HOURS PER MONTH. 2) CROWNBRIDGE SECURITES LLC: MANAGING PARTNER: HOUSTON, TX; START DATE: 05/2016; NON-INVESTMENT RELATED; REAL ESTATE HOLDING COMPANY; 10 HOURS PER MONTH. 3) DOLCE VITA HOLDINGS LLC; MANAGING PARTNER; HOUSTON, TX; START DATE: 12/2015; NON-INVESTMENT RELATED; AUTOMATIVE RESELL; 10 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-31 |
Reach out to this advisor