Best Investors
Account
Sign in
301 Yamato Road Suite 3151, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-06 |
| TX | RA | APPROVED_RES | 2024-07-02 |
Branch Locations
301 Yamato Road Suite 3151, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp Broker Dealer Inc. | Chicago | IL | 07/2017 | 07/2018 |
| Greenline Wealth Management Llc Dba Greenline Wealth Management | Boca Raton | FL | 08/2018 | Present |
| Greenline Insurance Llc | Boca Raton | FL | 08/2018 | Present |
| American Funds Distributors, Inc. | Carmel | IN | 06/2013 | 06/2017 |
| American Funds | Carmel | IN | 05/2016 | 06/2017 |
| American Funds Distributors, Inc. | Carmel | IN | 06/2012 | 06/2017 |
| Greenline Asset Management Llc | Boca Raton | FL | 09/2020 | Present |
| Greenline Ventures Llc | Delray Beach | FL | 07/2025 | Present |
1. Greenline Insurance LLC; Insurance Agent; 08/2018; Boca Raton, FL; investment related; promoting insurance products and selling insurance products. > 5 hours per month; > 5 hours during securities trading. 2. Greenline Asset Management LLC; Managing Member; 09/2020; Boca Raton, FL; investment related: no; pass through company for tax purposes. 0 hours per month 0 during securities trading. 3. Greenline Ventures LLC; Owner; Delray Beach, FL; not-investment related; real estate - investment property; 5 hr/mo, 0 during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-03 |
Reach out to this advisor