Best Investors
Account
Sign in
Best Investors
Account
Sign in
3030 S La Cienega Blvd, Culver City, CA 90232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-27 |
Branch Locations
3030 S La Cienega Blvd, Culver City, CA 90232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Houston | TX | 08/2022 | 09/2025 |
| Evergreen Growth Partners | Dallas | TX | 04/2022 | 07/2022 |
| Vertique Property Group | Austin | TX | 06/2019 | 01/2022 |
| Texas Christian University | Fort Worth | TX | 01/2019 | 08/2022 |
| Southern Methodist University | Dallas | TX | 08/2018 | 12/2018 |
| The Kinkaid School | Houston | TX | 01/2012 | 05/2018 |
| Ameriprise Financial Services, Llc | Houston | TX | 09/2025 | 07/2026 |
| Altruist Advisors Llc D/B/A Eagle Nest Wealth | Culver City | CA | 08/2026 | Present |
Name of the other business: CM Land Holdings LLC Investment-related; No Address of the other business: 13423 Crows Ranch Rd, Salado, TX, 76571 Nature of the other business: Part-owner of this LLC, which is how we own other pieces of farm land at our family ranch. Your position/title: Part Owner Start date of your relationship: Dec. 17, 2018 Hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: A part-owner of the LLC is to maintain pieces of land on the family ranch. Name of the other business: Eagle Nest Holdings, LP Investment-related: No Address of the other business: 13423 Crows Ranch Rd, Salado, TX, 76571 Nature of the other business: Business entity that owns ranch land and organizes business through. Position/title: Passive Owner Start date of your relationship: Jan 1, 2010 Number of hours/month: 0 Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Name of the other business: CPMFS LLC Investment-related: No Address of the other business: Houston, TX Nature of the other business: Manage advisory business and track expenses. Position/title: Owner Start date of your relationship: Oct. 1, 2025 Number of hours/month: 5 - 10 hours Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: An LLC used to track his expenses. Name of the other business: Monteith Ranch Holdings LLC Investment-related; No Address of the other business: 13423 Crows Ranch Rd, Salado, TX, 76571 Nature of the other business: Serve as CFO of my family's cattle and hunting ranch in Salado, TX. Your position/title: Part Owner and CFO Start date of your relationship: Oct. 1, 2025 Hours/month you devote to the other business: 5-10 Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Provide oversight of bookkeeping and payroll, and take part in our occasional meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-11 |
Reach out to this advisor