Best Investors
Account
Sign in
Best Investors
Account
Sign in
1000 S. Pine Island Road Suite 450, Plantation, FL 33324 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-15 |
Branch Locations
1000 S. Pine Island Road Suite 450, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Castle Wealth Management | West Palm Beach | FL | 08/2016 | 04/2018 |
| Keating Investment Counselors | Delray Beach | FL | 04/2018 | 11/2025 |
| Cfa Society Of South Florida | West Palm Beach | FL | 01/2016 | Present |
| Planwyz Inc | West Palm Beach | FL | 07/2019 | 01/2022 |
| Tobias Financial Advisors, Inc. | Plantation | FL | 01/2026 | Present |
CFA Society of South Florida-Non-Profit Organization - Started 01/2016 - Executive Director- Ms. Auger devotes 30 Hours per month and no time during the trading day to the CFA Society of South Florida.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-10 |
Reach out to this advisor