Best Investors
Account
Sign in
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2023-09-11 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Fort Lauderdale, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greensky | Atlanta | GA | 10/2017 | 05/2020 |
| Axa Advisors, Llc | New York | NY | 04/2020 | 06/2020 |
| Straumann Group | Andover | FL | 07/2017 | 10/2017 |
| Lending Club | San Francisco | CA | 01/2016 | 07/2017 |
| Equitable Advisors, Llc | Fort Lauderdale | FL | 05/2020 | 05/2023 |
| Simplicity Wealth | Summit | NJ | 05/2023 | Present |
| Primahealth Credit | Newport Beach | FL | 08/2021 | 08/2023 |
| Vision 7 Advisory | Fort Lauderdale | FL | 05/2023 | Present |
| Insurmark | Fort Lauderdale | FL | 05/2023 | Present |
| Fontona | Irving | TX | 09/2024 | Present |
InsurMark; not investment related; 2150 SW 14th Street Fort Lauderdale, FL 33315, insurance agent, selling Life and Annuities from my home office;05/2023; the approximate number of hours/month you devote to the other business; 50. Eduardo Ortega-Ghiglione; not investment related; 2150 SW 14th Street Fort Lauderdale, FL 33315, independent insurance agent, selling Life and Annuities from my home office; the approximate number of hours/month you devote to the other business; 50. EMLO Enterprises LLC; not investment related; 2150 SW 14th Terrace, Fort Lauderdale, FL 33315, member, provides marketing services primarily dental offices; the approximate number of hours/month you devote to the other business 5. Zoom Realty Group; not investment related; 150 S Pine Island Road, Suite 300, Plantation Florida 33324; 01/24/2022; Realtor; assisting customers in buying and selling residential real estate; he approximate number of hours/month you devote to the other business 5 hours. Fotona USA LLC; not investment related; 4343 W Royal Lane Suite 116, Irving , TX 75063, Dental Regional Sales Manager Eastern US Sales, dental equipment, 09/23/2024, Hours per month devoted during trading hrs: 80
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-01 |
Reach out to this advisor