Best Investors
Account
Sign in
Best Investors
Account
Sign in
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-23 |
| TX | RA | APPROVED_RES | 2025-04-17 |
Branch Locations
104 East Roosevelt Road Suite 100, Wheaton, IL 60187 • United States
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • 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 |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 01/2015 | 04/2019 |
| Fairhaven Wealth Management, Llc | Oak Brook | IL | 01/2015 | Present |
| Pure Financial Advisors, Llc | San Diego | CA | 04/2025 | Present |
HighTide Media LLC;not investment related;510 N. Gary Ave,Wheaton,IL 60187;financial education;president;3/1/2018;3 hrs/month;0 hrs during trading;entity owns the trademark "Million Dollar Cup of Coffee", will also be the official producer of the videos to then be licensed back to end users Long Point Properties, LLC Entity owns Commercial Real Estate Member Not Investment Related 3 hrs per month Life Insurance Ash Brokerage - Investment related; less than 5 hours per month during trading hours. Marc receives compensation through Fairhaven Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-23 |
| S66 | Uniform Combined State Law Examination | 2001-02-02 |
Reach out to this advisor