Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 International Parkway Suite 350, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-01 |
| FL | RA | APPROVED | 2020-10-26 |
Branch Locations
300 International Parkway Suite 350, Lake Mary, FL 32746 • United States
427 Karner Road #7, Albany, NY 12205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fas Corp. | Leawood | KS | 05/2011 | Present |
| Westport Strategies Advisors Llc | Albany | NY | 07/2012 | Present |
| Capacuity | Lake Mary | FL | 09/2019 | Present |
- WESTPORT STRATEGIES ADVISORS, LLC, 427 NEW KARNER ROAD #7, ALBANY, NY 12205; VICE PRESIDENT; PROVIDES INVESTMENT ADVISORY SERVICES TO INSTITUTIONAL CORPORATE SPONSORS OF NON-QUALIFIED PLANS. - WESTPORT STRATEGIES, LLC; 427 NEW KARNER ROAD #7, ALBANY, NY 12205; PROFITS OWNERSHIP INTEREST; NOT INVESTMENT RELATED. May perform various activities for CapAcuity Consulting LLC or CapAcuity LLC which is affiliated by common ownership with CapAcuity Securities Inc. Hours and responsibilities may vary. This individual is a registered investment adviser with CapAcuity LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-23 |
Reach out to this advisor