Best Investors
Account
Sign in
2000 Pga Blvd Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-30 |
| FL | RA | APPROVED | 2025-10-30 |
| NJ | RA | APPROVED | 2025-10-30 |
| NY | RA | APPROVED | 2021-03-16 |
| TX | RA | APPROVED_RES | 2020-06-23 |
Branch Locations
2000 Pga Blvd Suite 4440, Palm Beach Gardens, FL 33408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth With Wisdom Advisors, Inc. | Palm Beach Gardens | FL | 07/2014 | Present |
| Saul Cohen | Palm Beach Gardens | FL | 03/2012 | 12/2016 |
| Gemini Club Condo Association | North Palm Beach | FL | 02/2016 | Present |
| Saul Cohen Dba Wealth With Wisdom Financial Services | Palm Beach Gardens | FL | 12/1998 | Present |
(1) GEMINI CLUB HOME OWNERS ASSOCIATION, NON-INVESTMENT RELATED; STARTED 02/2014. 336 GOLFVIEW RD. #1019 NO. PALM BEACH, FL 33408. APPROX. 2 HOURS/MO ALL DURING SECURITIES TRADING HOURS. MANAGEMENT OF RESIDENTIAL BUILDING. (2) SAUL COHEN DBA WEALTH WITH WISDOM FINANCIAL SERVICES; INVESTMENT RELATED; INDEPENDENT INSURANCE AGENT SINCE 12/1998; PALM BEACH GARDENS, FL; APPROX. 16 HOURS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-30 |
Reach out to this advisor