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Jarrett Billington Bell

Caz Investments L.P.

Houston, TX

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Current Employers
Caz Investments L.P.

1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-14
  • TX RA
    APPROVED
    Since 2021-07-14

Branch Locations

1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Abbey Capital (Us) Llc New York NY 04/2016 09/2020
Foreside Fund Services, Llc New York NY 01/2018 09/2020
Foreside Fund Services, Llc Houston TX 09/2020 03/2021
Abbey Capital (Us) Llc Houston TX 09/2020 03/2021
Caz Investments Lp Houston TX 03/2021 Present
  • 04/2016 → 09/2020
    Abbey Capital (Us) Llc
    New York, NY
  • 01/2018 → 09/2020
    Foreside Fund Services, Llc
    New York, NY
  • 09/2020 → 03/2021
    Foreside Fund Services, Llc
    Houston, TX
  • 09/2020 → 03/2021
    Abbey Capital (Us) Llc
    Houston, TX
  • 03/2021 → Present
    Caz Investments Lp
    Houston, TX
Previous Registrations
  • 2010-06-08 → 2011-06-14
    Invesco Advisers, Inc.
    Atlanta, GA
  • 2009-01-02 → 2010-07-12
    Morgan Stanley Investment Advisors Inc.
    New York, NY
  • 2008-10-02 → 2008-12-31
    Morgan Stanley & Co. Llc
    Jersey City, NJ
    New York, NY
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-14
S66 Uniform Combined State Law Examination 2007-12-21
  • S65 Uniform Investment Adviser Law Examination
    2021-07-14
  • S66 Uniform Combined State Law Examination
    2007-12-21

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

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