Best Investors
Account
Sign in
5187 Utica Ridge Rd, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-10 |
Branch Locations
840 Us Hwy 1, #450C, North Palm Beach, FL 33408 • United States
3250 Lacey Road Suite 130, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Insurance Group | Lake Park | FL | 04/2014 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 05/2015 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 12/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 12/2024 |
| Osaic Advisory Services | Atlanta | GA | 10/2024 | 12/2024 |
| Ausdal Financial Partners, Inc | Davenport | IA | 12/2024 | Present |
1. FINANCIAL INSURANCE GROUP OF THE PALM BEACHES; INVESTMENT RELATED; NORTH PALM BEACH, FL; INDEPENDENT INSURANCE AGENCY; CO-OWNER; ACTIVITY BEGAN 2014; I DEVOTE APPX 10 HOURS TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; MOSTLY CUSTOMER SERVICE AS I REFER NEW CLIENTS TO CURRENT AGENTS 2. RENTAL PROPERTY; NOT INVESTMENT RELATED; NORTH PALM BEACH, FL; RENTAL PROPERTY; OWNER; ACTIVITY BEGAN IN 2024; I DEVOTE VERY LITTLE TIME TO THIS ACTIVITY AND NONE DURING TRADING HOURS; COORDINATE MAINTENANCE AND REPAIRS ON PROPERTY AS NEEDED. 3. FAMO PLAN, LLC ; INVESTMENT RELATED; NORTH PALM BEACH, FL; EDUCATIONAL PODCASTS; CO-OWNER; ACTIVITY BEGINS 03/2026; I DEVOTE 10 HOURS PER MONTH TO THIS ACTIVITY WITH 2 OF THOSE HOURS DURING TRADING HOURS; PROVIDE PRE APPROVED PODCASTS THAT ALLOW SELF DISCOVERY FOR CLIENTS AND POTENTIAL CLIENTS ON AREAS WHERE THE CLIENT MAY NEED TO ADDRESS IN THIER FINANCIAL PICTURE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-01 |
Reach out to this advisor