Best Investors
Account
Sign in
Best Investors
Account
Sign in
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-22 |
| CA | RA | APPROVED | 2024-08-29 |
Branch Locations
725 Creston Rd Ste B, Paso Robles, CA 93446 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Paso Robles | CA | 03/2013 | 09/2016 |
| Lpl Financial Llc | Paso Robles | CA | 09/2016 | 11/2019 |
| Independent Financial Group | Paso Robles | CA | 11/2019 | 03/2023 |
| Grove Point Investments Llc | Rockville | MD | 03/2023 | 08/2024 |
| Grove Point Advisors Llc | Rockville | MD | 03/2023 | 08/2024 |
| Zentegrity Yoga Therapies, Llc. | Paso Robles | CA | 06/2022 | Present |
| Kennedy Club Fitness In Paso Robles | Paso Robles | CA | 06/2022 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 08/2024 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 08/2024 | Present |
(1) Meritage Asset Management Group; DBA; Not investment related; 725 Creston Rd. Ste B, Paso Robles, CA 93446; President; Start 3/15/2013; 0 hours, 0 hours/month. (2) Zentegrity Yoga Therapies, LLC; Not investment related; 3550 Lakeside Village Drive, Paso Robles, CA 93446; Online Yoga Studio; Owner/Instructor; Start 12/5/2022; 10 hours/month, 5 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-21 |
Reach out to this advisor