Best Investors
Account
Sign in
Best Investors
Account
Sign in
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-07 |
Branch Locations
7301 Mission Road Suite 326, Prairie Village, KS 66208 • 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 |
|---|---|---|---|---|
| Ruggiero Wealth Management, Llc | Lake Oswego | OR | 07/2021 | 06/2022 |
| Assure For Life | Lake Oswego | OR | 03/2021 | 05/2022 |
| Family First Life | Keizer | OR | 07/2020 | 02/2024 |
| Park Avenue Securities Llc | Lake Oswego | OR | 03/2018 | 08/2020 |
| Westpac Wealth Partners Dba For Rr/Iar Activities | Lake Oswego | OR | 01/2018 | 07/2020 |
| Mml Investors Services, Llc | Addison | TX | 08/2016 | 12/2017 |
| Spectrum Financial Group Dba For Rr/Iar Activities | Addison | TX | 07/2016 | 01/2018 |
| Gradient Advisors Llc | Arden Hills | MN | 06/2022 | 12/2024 |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 12/2024 | Present |
1. Copa Wealth Strategies; Investment Related; residential address: DBA name for Investment services and Insurance Sales; President; Agent; 06/2022; 80 hours a month; 80 Hours a month during trading; Insurance Sales 2. Legal Shield; Not investment Related; residential address; Legal Services; Associate; Agent; 09/2015; 5 hours a month outside of trading; Refer people to pre-paid legal services 3. 360 Advantage LLC; investment Related; residential address; Supplemental employee benefits service; Independent contractor; 09/2024; 1hour a month outside of trading; Refer people to businesses to the company who elect supplemental employee benefits packages. 4. CASA of Marion County, Not investment related, 454 17th St NE, Salem, OR 97301, Non-Profit, Board Member, Start 07/2024, 2 hour a month outside of trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-25 |
Reach out to this advisor