Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-10-01 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Mcallen | TX | 10/2012 | Present |
| Blue Note Capital, Llc. | Mcallen | TX | 06/2016 | Present |
| Blue Note Property Management, Llc. | Mcallen | TX | 06/2017 | Present |
| Jrz Lures Llc | Mcallen | TX | 03/2021 | Present |
| Jpmorgan Chase Bank, Na. | Mcallen | TX | 08/2005 | Present |
Entity Name: JRZ Lures LLC Investment related: N Address: McAllen, TX 78503 Nature of the other business: Fishing Lures Position/Title/Relationship: Owner and Manager Start Date: 03/10/2021 "Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 during trading Briefly describe your duties: manufactures and sells fishing lures. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: BLUE NOTE CAPITAL, LLC. POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 6/1/2016 ADDRESS: 3905 MCALLEN, TX. DETAILS: Investment Real Estate leasing INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 4 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: BLUE NOTE PROPERTY MANAGEMENT, LLC. POSITION: OWNER START DATE: 6/5/2017 ADDRESS: 3905, McAllen, TX DETAILS: BLUE NOTE PROPERTY MANAGEMENT LLC MANAGES THE REAL ESTATE PROPERTIES OF BLUE NOTE CAPITAL LLC. IT LISTS THE PROPERTIES THAT ARE FOR RENT, FINDS TENANTS, HANDLES MAINTENANCE AND COLLECTS RENTS FOR PROPERTIES ONLY HELD BY BLUE NOTE CAPITAL LLC. HOURS DEDICATED (per month unless otherwise indicated): 8 HOURS A MONTH, WEEKENDS ONLY HOURS DURING TRADING: 0 INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-08 |
Reach out to this advisor