Best Investors
Account
Sign in
Best Investors
Account
Sign in
999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-03 |
| LA | RA | APPROVED | 2017-03-09 |
| MA | RA | APPROVED | 2016-02-22 |
Branch Locations
999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States
Surfside, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 3Edge Asset Management, Lp | Boston | MA | 01/2016 | 01/2026 |
| Foreside Fund Services, Llc | Boston | MA | 11/2017 | 04/2020 |
| Vigilant Distributors Llc | Chadds Ford | PA | 10/2024 | Present |
| 3Edge Asset Management, Lp | Miami Beach | FL | 01/2026 | 01/2026 |
| 3Edge Asset Management, Lp | Surfside | FL | 01/2026 | Present |
Leader ZInvest LLC; Non-Investment Related; Arlington, MA; 7/30/2019; Venture firm making technology investments; Board Member; Review investment opportunities for the LLC; 1 hour per month with 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-02 |
| S65 | Uniform Investment Adviser Law Examination | 2016-02-20 |
Reach out to this advisor