Best Investors
Account
Sign in
Best Investors
Account
Sign in
190 Bilmar Dr. Suite 150, Pittsburgh, PA 15205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-14 |
Branch Locations
2026 Se 29Th Lane, Cape Coral, FL 33904 • United States
190 Bilmar Dr. Suite 150, Pittsburgh, PA 15205 • United States
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 |
|---|---|---|---|---|
| Pfs Investments Inc. | Romeo | MI | 04/2016 | 02/2017 |
| Monarch Capital Group Llc | Rochester Hills | MI | 04/2014 | 07/2018 |
| Allstate Insurance Company | Harrison Township | MI | 04/2018 | 05/2020 |
| Suncoast Cu | Tampa | FL | 06/2020 | 05/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2020 | 05/2022 |
| Annex Wealth Management | Elm Grove | WI | 05/2022 | 01/2025 |
| Neptune Wealth | Cape Coral | FL | 03/2025 | Present |
GREATER NAPLES OFFICIALS ASSOCIATION POSITION: football referee NATURE: sports referee for football, soccer, and basketball INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2021 ADDRESS: 4100 corporate Square, ste 160, Naples FL 34104, United States DESCRIPTION: provide and enforce rules for sports participants. Neptune Technologies, not investment-related. Chief Operating Officer. Approx 20-25 hours a week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-10 |
| S65 | Uniform Investment Adviser Law Examination | 2009-02-16 |
Reach out to this advisor