Best Investors
Account
Sign in
215 Ward Circle, Suite 107, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-24 |
| MD | RA | APPROVED | 2023-10-25 |
| TN | RA | APPROVED | 2016-11-16 |
Branch Locations
215 Ward Circle, Suite 107, Brentwood, TN 37027 • United States
9604 Weshire Drive, Upper Marlboro, MD 20774 • 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2010 | 10/2020 |
| Pks Advisory Services, Llc | Albany | NY | 10/2010 | 10/2020 |
| Portus Capital Management, Llc | Brentwood | TN | 11/2016 | Present |
1. BLUE CROSS BLUE SHIELD OF TN, FINANCIAL PRODUCTS, 7101 EXECUTIVE CENTER DRIVE, BLDG 5, STE 175 BRENTWOOD TN, 37027, NOT INVESTMENT RELATED, HEALTH INSURANCE SALES AGNE 09/2010 5 HRS PER MONTH. ADVISE CLIENTS; 2. JASON GRUBBS CPA; NO; 7101 EXECUTIVE CETNER DRIVE, BLDG 5, STE 175 BRENTWOOD, TN 37027; TAX PLANNING; SOLICITOR; 10/26/10; 5HRS; 5HRS; SOLICITING MY INSURANCE AND INVESTMENT CLIENTS TO DO BUSINESS WITH HIM. 3) Air BnB rental-Not investment related-610 Merritt #120, Nashville, TN 37023-Rental of residence-Owner-5 hrs/mth-5 during trading hrs-Rents residence for a per night rate. 4. Medicare Advantage and Supplemental Plan Sales. Not Investment Related. 1241 Martin Street, Nashville, TN 37203. Insurance Sales. Agent. 07/2017. 10 Hrs/Mo; 5 During Trading Hours. Selling Medicare Advantage and Supplemental Plans. 5. Nick Elovitz is a Sole Proprietor at Nick Elovitz Real Estate, LLC; Investment Related: No; Location: 9604 Weshire Drive UPPER MARLBORO Maryland 20774-2701; Description of the business: Purchasing, rehabilitating; selling real estate properties; Start date: 2024-10-16; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 25; Contact person at the organization: Nick Elovitz. 6. Nick Elovitz Substitute Teacher; Investment related: No; Location: 9604 Weshire Drive Upper Marlboro Maryland 20774; Start date: 2024-04-08; Description: Substitute teaching at my daughters Catholic school; Duties: teaching Catholic curriculum; Hours per month devoted to business during trading hours: 6.5; Hours per month devoted to business outside trading hours: 1.5; Percentage of total yearly compensation expected to be derived from the business: 1; Website address for the organization: https://www.arlingtondiocese.org/.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-21 |
Reach out to this advisor