Best Investors
Account
Sign in
Best Investors
Account
Sign in
11619 Spring Cypress Road, Ste. B, Tomball, TX 77377 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-11-15 |
| TX | RA | APPROVED | 2021-10-26 |
Branch Locations
11619 Spring Cypress Road, Ste. B, Tomball, TX 77377 • 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 |
|---|---|---|---|---|
| Global Financial Private Capital, Llc | Sarasota | FL | 03/2010 | 09/2018 |
| Joseph Hopkins & Associates Llc | Houston | TX | 11/2009 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 09/2018 | 07/2021 |
Joseph Hopkins sells insurance products as an independent insurance agent in Tomball, TX. This is a non-investment related position which began in 1980. He devotes 5 hours per month in this activity, all of which are during securities trading hours. Joseph Hopkins is the sole owner of LegacyWise. This is an investment related business, located in Tomball, TX, founded in January 2026. LegacyWise provides digital Estate Planning solutions to clients (and prospective clients) without offering legal advice. Mr. Hopkins spends around 10 hours per month on this business, all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-23 |
Reach out to this advisor