Best Investors
Account
Sign in
Best Investors
Account
Sign in
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-25 |
Branch Locations
1600 Ponco De Leon Blvd. 1103, Coral Gables, FL 33134 • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Coral Gables | FL | 05/2008 | 05/2018 |
| Perigon Wealth Management, Llc | San Francisco | CA | 05/2018 | 01/2019 |
| Anthem Advisors, Llc | Coral Gables | FL | 08/2019 | 01/2025 |
| Charles J Zimmerer, P.A. | Miami | FL | 01/2019 | 02/2022 |
| Slow Capital, Inc | Greenbrae | CA | 05/2020 | 04/2022 |
| Belpointe Asset Management, Llc | Reno | NV | 02/2022 | Present |
1. Independent Insurance Agent, investment-related, same address as branch, sales of fixed insurance products, 20 hours per month during trading hours 2. Bahamas Marine Ecocentre, Inc., non investment-related, 7201 SW 144th St Palmetto Bay, FL 33158, Marine Science Research Organization, start 01/2020, Board member and treasurer, 4 hours per month. 3. Nu Deco Ensemble, Inc., non investment-related, 2100 Biscayne Blvd Miami, FL 33137, non-profit organization, start 05/2018, Board member, 8 hours per month. 4. My Pension Tree, LLC, investment-related, 10 Aragon Ave Ste 1419 Coral Gables, FL 33134, Pension Consulting and Administration, President, start 08/2024, 200 hours per month during trading hours. 5. Zimmerer & Tecle Private Wealth Management, LLC: Investment related; 121 Alhambra Plaza FL 10 Coral Gables, FL 33134; DBA For Registered Investment Advisor Business; IAR ; Start Date 01/2025 6. Zimmerer & Tecle Risk Management, LLC, Investment related; 121 Alhambra Plaza FL 10 Coral Gables, FL 33134; DBA for Insurance Business; Manager and AIC; Start 04/2025, 10 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-03 |
Reach out to this advisor