Best Investors
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4700 Millenia Boulevard Sute 175, Orlando, FL 32839 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Devere Usa | New York | NY | 02/2015 | 01/2019 |
| Plan First Wealth, Llc (Fka, Taylor And Taylor Financial Service | New York City | NY | 02/2019 | Present |
| T&T International | New York | NY | 03/2021 | 11/2022 |
| David James Wealth | Londom | 11/2023 | Present | |
| Blacktower Financial Management (Us) Llc | London | 12/2023 | Present |
Arche Group Inc; 36 Cobham Road Kingston Surrey KT13AF UK; CEO, Owner; 2021-11-11; investment related: No; Description of the business: Primary function to hold the managing members ownership of PFW Group LLC and recieve guranteed payments from Plan First Wealth LLC and/or PFW Group LLC; Responsibilities Duties: General oversight of the entity including but not limited to; accounting, tax, and distribution responsibilities; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0; HOLBORN ASSETS LTD; INTRODUCER; INVESTMENT RELATED: YES; SUITE 5, CHESTER HOUSE, 79 DANE ROAD, SALE, CHESHIRE, NONE M33 7BP UK; HOLBORN IS A UK-BASED INVESTMENT ADVISORY FIRM THAT WORKS WITH UK BASED CLIENTS. TOM REFERS CLIENTS WHO HAVE MOVED BACK TO THE UK AND NEED A UK-BASED FINANCIAL ADVISORY. TOM RECEIVES A PORTION OF THEIR ONGOING FEES TO HOLBORN, APPROX £4000 PER YEAR.; SUITE 5, CHESTER HOUSE, 79 DANE ROAD, SALE, CHESHIRE, M33 7BP; START DATE: 2022-11-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 0;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 3;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-28 |
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