Best Investors
Account
Sign in
Best Investors
Account
Sign in
2802 Flintrock Trace Suite B109, Lakeway, TX 78738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-16 |
Branch Locations
2802 Flintrock Trace Suite B109, Lakeway, TX 78738 • United States
4230 Pablo Professional Ct Suite 101, Jacksonville, FL 32224 • 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 |
|---|---|---|---|---|
| Retirement Wealth Advisors, Inc. | Jenison | MI | 07/2014 | 06/2021 |
| Wolf Retirement Navigation Llc | Jacksonville | FL | 09/2013 | Present |
| Wolf Tax Llc | Jacksonville | FL | 09/2013 | Present |
| Jacksonville Retirement Academy | Jacksonville | FL | 03/2018 | Present |
| Coyle Capital, Llc | Jacksonville | FL | 06/2021 | Present |
1) 09/2013 - PRESENT, WOLF RETIREMENT NAVIGATION LLC, 4320 PABLO PROFESSIONAL COURT, SUITE 101, JACKSONVILLE, FL 32224, OWNER/INSURANCE SALES, HOURS DEDICATED: 40/WEEK (20/WEEK DURING TRADING HOURS) 2) Jacksonville Retirement Academy, investment related, 4230 Pablo Professional Ct. Ste 101 Jacksonville, FL 32224, financial education, Owner, March 2018, 5 hrs/mo 0 during trading, education/ teaching of retirement-related information in a college classroom setting 304 times per year 3) 09/2013 - PRESENT, WOLF TAX LLC, 4320 PABLO PROFESSIONAL COURT, SUITE 101, JACKSONVILLE, FL 32224, OWNER/TAX PREP/ACCOUNTING, HOURS DEDICATED: 10/WEEK (5/WEEK DURING TRADING HOURS)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-23 |
Reach out to this advisor