Best Investors
Account
Sign in
Best Investors
Account
Sign in
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Habcore, Inc | Red Bank | NJ | 06/2009 | 01/2017 |
| Cafaro Greenleaf Llc | Red Bank | NJ | 01/2017 | 01/2021 |
| Greenleaf Advisors Llc | Red Bank | NJ | 01/2017 | 01/2021 |
| Resources Investment Advisors, Llc | Overland Park | KS | 01/2021 | 01/2022 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 01/2022 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-13 |
Reach out to this advisor