Best Investors
Account
Sign in
2412 Irwin Street, Melbourne, FL 32901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| PA | RA | APPROVED | 2023-03-31 |
Branch Locations
2412 Irwin Street, Melbourne, FL 32901 • United States
1018 Pittsburgh Road, Valencia, PA 16059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2013 | 03/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2013 | 03/2023 |
| Private Client Services | Valencia | PA | 03/2023 | 12/2023 |
| Rossby Financial, Llc | Valencia | PA | 03/2023 | Present |
| Marsico Financial Group | Valencia | PA | 11/2004 | Present |
1) 425 Market Street LLC. 1018 Pittsburgh Road, Valencia, PA 16059. Landlord/owner of building where my business is located. Landlord. 12/27/2022; 10 hrs/mo; 0 during trading hrs. 2) 1018 Pittsburgh LLC. 1018 Pittsburgh RD, Valencia, PA 16059. LLC for the real estate I own where my business is located. Owner/landlord; 12/20/2021; 10 hrs/mo; 0 during trading hrs. 3) Rossby Financial Group, LLC. 4447 Preservation Circle, Melbourne, FL 32934. RIA. Financial officer and advisor. 75 hrs/mo; 60 during trading hrs. 4) Fixed Insurance, 1018 Pittsburgh Road, Valencia, PA 16059. Life and fixed annuity sales. Agent. 9/1/2005. 20 hrs/mo; 10 during trading hrs. 5) Marsico Financial Group LLC. 1018 Pittsburgh RD, Valencia, PA 16059. Accounting, tax preparation. 100% owner, 11/29/2004, tax return and financial statement preparation. 50 hrs/mo; 30 during trading hrs. 6) Rossby Office LLC.(ROffice), 4447 Preservation Cir, Melbourne, FL. Virtual assistant services. Owner/financial officer. 10 hrs/mo; 0 during trading hrs. 7) Marsico Wealth Management LLC; Investment-Related; Valencia, PA; Investment Adviser DBA; Investment Adviser Representative; 3/2023; Duties are investment adviser representative activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-13 |
Reach out to this advisor