Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 21St Street Suite 300, Vero Beach, FL 32960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-08-28 |
| TX | RA | APPROVED_RES | 2021-04-17 |
Branch Locations
601 21St Street Suite 300, Vero Beach, FL 32960 • United States
Lyman, SC • 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 |
|---|---|---|---|---|
| Virtue Capital Management, Llc | Columbia | SC | 03/2015 | 11/2016 |
| Corecap Investments | Southfield | MI | 12/2016 | 12/2020 |
| Corecap Advisors | Southfield | MI | 01/2017 | 12/2020 |
| Burlos Marketing Llc | Lyman | SC | 01/2001 | Present |
| Onesource Wealth Management | Vero Beach | FL | 01/2021 | Present |
Constantine Burlos Sole proprietor as an insurance agent. Burlos Marketing was an LLC with Real Estate and is still holding Real Estate. * Accelerated Cost Recovery Service (ACRS); commercial property benefit; a tax planning strategy for businesses that own their buildings to determine if they have the ability to accelerate depreciation deductions and defers tax payments on commercial property; approx. 10 hours per month;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-22 |
Reach out to this advisor