Best Investors
Account
Sign in
Best Investors
Account
Sign in
2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APP_PEND_IARCE | 2026-08-19 |
| FL | RA | APPROVED | 2024-07-11 |
| TX | RA | APPROVED_RES | 2024-07-11 |
| SC | RA | APPROVED | 2024-06-05 |
| VA | RA | APPROVED | 2024-06-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Orange | CA | 10/2003 | 11/2016 |
| American United Life | Richmond | VA | 09/2016 | Present |
| Oneamerica Securities | Richmond | VA | 12/2016 | 12/2017 |
| Gf Investment Services. Llc | Sarasota | FL | 12/2017 | 04/2019 |
| Global Financial Private Capital, Llc | Sarasota | FL | 12/2017 | 04/2019 |
| Srt Wealth Design Group Llc | Richmond | VA | 11/2017 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2019 | 12/2023 |
| Centaurus Financial Inc. | Anaheim | CA | 06/2024 | Present |
1. SRT Wealth Design Group, LLC, non-investment related, 1245 Mall Drive, Richmond, VA 23235, DBA, owner/agent, since 11/2017, devoted time 160 hours a month, insurance sales for fixed life, fixed indexed annuities, LTC, and Disability. 2. Richmond Heritage Federal Credit Union, non-investment related, 50 West Commerce Street, Richmond, VA, speaker, devote time is 3 hours a month, budgeting credit workshops. 3. Estate Guru, non-investment related, 560 South 100 Street, Utah, devoted time is 10 hours a month, estate planning solutions (will & trust). 2. ETHOS POSITION: agent NATURE: small life insurance term final expense most online INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/10/2023 ADDRESS: 1245 Mall, Richmond VA 23235, United States DESCRIPTION: Agent 3. EMPOWERUS360 POSITION: Financial Educator NATURE: Teaching webinars courses INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2024 ADDRESS: 1245 Mall Drive, Richmond VA 23235, United States DESCRIPTION: Provide Financial education workshops & courses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-27 |
Reach out to this advisor