Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
Branch Locations
8925 Sw 148 Street Suite 200, Palmetto Bay, FL 33176 • United States
1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States
5333 N Union Blvd Suite 200, Colorado Springs, CO 80918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
Branch Locations
5333 N Union Blvd Suite 200, Colorado Springs, CO 80918 • United States
8925 Sw 148 Street Suite 200, Palmetto Bay, FL 33176 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| American United Life | Indianapolis | IN | 10/2009 | 07/2017 |
| G.A. Repple And Company | Casselberry | FL | 06/2016 | 06/2017 |
| Inspire Advisors, Llc Dba Profit Planners Management Group | Palmetto Bay | FL | 02/2019 | 01/2025 |
| Ifs Advisory, Llc | Palmetto Bay | FL | 01/2018 | 03/2019 |
| Ifs Advisory, Llc | Palmetto Bay | FL | 09/2017 | 03/2019 |
| Profit Planners Mga, Llc | Miami | FL | 01/2010 | Present |
| Harvest Investment Services, Llc | Oakbrook Terrace | IL | 12/2024 | Present |
| Envoy Advisory Inc. | Colorado Springs | CO | 12/2024 | Present |
(1) 01/2010 - Managing Member: Twin Peaks, LLC; Twin Peaks, LLC D/B/A Profit Planners Management Group. 40 hours per month, all during trading. Miami, FL (2) 02/2007 - Chairman/President/Director/Founder: Twin Peaks Financial Ministries - 501c(3) non-profit organization that provides financial literacy, credit, budgeting and savings 101 seminars. 3-12 hours per month, 4 hours during trading. Conducted at various churches and businesses. Not investment-related. Miami, FL. (3) 01/2010 - Principal/ Independent Insurance Agent: Profit Planners MGA, LLC - Profit Planners Management Group/Insurance Agency - sales of fixed annuities, health, UL, life insurance, and debt free strategies. 40 hours per month, all during trading. Not investment-related. Miami, Fl. (4) 01/2019 -Principal, Black Wealth Consortium- A community based, Group asset collecting Team, Real Estate, asset collecting and Financial Intelligence club (501C6, VP) 4 hours per month. NONE during market hours. Houston, TX (5) 4/2021 Community Empowerment Connections, LLC. ; Managing Member; Consulting & Business Development; Investment related; 8925 SW 148th Street, Suite 200, Palmetto Bay, FL 33176; approximately 8-10 hours/week; approximately 6-8 hours/week during trading hours; doing business consulting, development, small & medium scale, brokering connections in agriculture, construction, & small community development in the social economic space. (6) Harvest Investment Services, LLC, 1 Transam Plaza, Suite 230, Oakbrook Terrace, IL 60181-4285; investment related; Financial Advisor-Planner, start date: 12/2024; providing investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-27 |
Reach out to this advisor