Best Investors
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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-12-15 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retireone | Louisville | KY | 07/2018 | 06/2019 |
| Investment Professionals, Inc. | Shepherdsville | KY | 08/2016 | 01/2017 |
| Strategic Marketing | Louisville | KY | 01/2017 | 09/2017 |
| Mercurio Wealth Advisors | Louisville | KY | 10/2017 | 06/2018 |
| Meridian Real Estate Group | Louisville | KY | 05/2018 | 06/2020 |
| Alliance America | Louisville | KY | 08/2020 | 01/2021 |
| Prudential | Louisville | KY | 03/2021 | 11/2021 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2022 | 05/2023 |
| Family Wealth Strategies, Llc | Louisville | KY | 01/2022 | 04/2023 |
| Forthright Capital Advisory | Las Vegas | NV | 05/2023 | 10/2023 |
| Forthright Capital Partners | Las Vegas | NV | 05/2023 | 10/2023 |
| Legato Financial Group, Inc. | Elizabethtown | KY | 11/2023 | 03/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 11/2023 | 02/2024 |
| Gradient Advisors, Llc | Arden Hills | MN | 04/2024 | 11/2024 |
| Foundations Investment Advisors | Phoenix | AZ | 11/2024 | 12/2025 |
| Corecap Advisors, Llc | Southfield | MI | 12/2025 | Present |
| Integra Financial Planning | Prospect | KY | 04/2024 | Present |
1. Integra Financial Planning, LLC; Investment Related; Financial Planning; Owner; Insurance and Advisory Services; approx. 20 hours per month; approx. 20 hours per month during trading hours; similar clientele
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-03 |
| S66 | Uniform Combined State Law Examination | 2008-05-05 |
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