Best Investors
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Account
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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-13 |
| CA | RA | APPROVED | 2026-02-09 |
| TX | RA | APPROVED_RES | 2024-06-05 |
| FL | RA | APPROVED | 2018-12-04 |
| IL | RA | APPROVED | 2018-11-14 |
Branch Locations
1750 N. University Drive, Suite 209, Coral Springs, FL 33071 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Partners | Coral Springs | FL | 06/2015 | 11/2018 |
| Global Retirement Partners, Llc | San Rafael | CA | 11/2018 | Present |
Leonard C Beers IV CPA, PA/Not investment related//Tax Prep, Accounting and CPA services/President//Started November 2014/3.2 hours per month month/0.75 hours per day during securities trading hours/Tax compliance and consulting services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-19 |
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