Best Investors
Account
Sign in
Best Investors
Account
Sign in
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-22 |
| FL | RA | APPROVED | 2024-10-22 |
| TN | RA | APPROVED | 2024-10-22 |
| NC | RA | APPROVED | 2013-03-06 |
| TX | RA | APPROVED | 2010-03-25 |
| OH | RA | APPROVED | 2008-02-13 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed Insurance Sales | Naples | FL | 05/1995 | Present |
| Portfolio Medics, Llc | Worthington | OH | 01/2008 | Present |
| Benefitpros, Llc | Westerville | OH | 02/2012 | 12/2017 |
1. INSURANCE AGENT LIFE, HEALTH & ANNUITY PRACTICE/GENERALLY LESS THAN 5 HOURS A WEEK. NON-INVESTMENT RELATED. 05/1995-PRESENT. 16368 BOYCE DRIVE, BOKEELIA, FL 33922 BENEFITPROS, LLC. NON-INVESTMENT RELATED,2/2012-PRESENT, 7433 BURSON SPRINGS COURT, WESTERVILLE, OHIO 43082, BENEFITS CONSULTING, PRACTICE/GENERALLY LESS THAN 10 HOURS A WEEK. 2. Floyd Nation, LLC. - Musician and Band Partner - Non-investment related - Mr. Conrath approximately spends 4 hours a week practicing with the band and those practice hours are limited to evenings and weekends. 3. Vacation home rental. Owner of property. Non investment related. Less than one hour a week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-13 |
Reach out to this advisor