Best Investors
Account
Sign in
7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-05 |
| FL | RA | APPROVED | 2024-06-24 |
Branch Locations
7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Atlantic University | Boca Raton | FL | 08/2012 | 08/2017 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 06/2016 | 10/2018 |
| Axa Advisors, Llc | New York | NY | 11/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2018 | 10/2022 |
| Eaton Financial Holdings Company, Llc | Coral Springs | FL | 10/2022 | 07/2024 |
| Palm Wealth Partners | Boca Raton | FL | 06/2024 | Present |
1.) Insurance Sales; Investment-Related; Location: 7100 W Camino Real, Ste 302-1/44, Boca Raton, FL 33433; Insurance Agent; Responsibilities & Duties: Insurance/Fixed annuity sales; Start date: 2023-01-11; Approximately 5 hours/month devoted to this activity, primarily during securities trading hours. 2.) Mancini Holdings Company LLC; Not Investment-related; Location: 3486 NW 5th Terrace, Boca Raton, FL 33431; Description of the business: LLC for business operations; Responsibilities/Duties: None; Start date: 2023-02-20; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-18 |
Reach out to this advisor