Best Investors
Account
Sign in
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-22 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Reston | VA | 08/2015 | 10/2017 |
| Ameriprise Financial Services Inc. | Reston | VA | 10/2017 | 04/2021 |
| Cresset Asset Management, Llc | Reston | VA | 05/2021 | 05/2025 |
| Fruitful | New York | NY | 09/2025 | 11/2025 |
| N/A | Austin | TX | 05/2025 | 09/2025 |
| Summit Financial, Llc | Parsippany | NJ | 12/2025 | 02/2026 |
| Summit Financial, Llc | Parsippany | NJ | 02/2026 | 04/2026 |
| Facet | West Palm Beach | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-13 |
Reach out to this advisor