Best Investors
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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-13 |
| FL | RA | APPROVED | 2025-08-07 |
Branch Locations
180 Park Avenue North Suite 2A, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Maitland | FL | 10/2020 | 04/2024 |
| Mml Investors Services, Llc | Maitland | FL | 10/2020 | 04/2024 |
| Uber Technologies Inc. | Palo Alto | CA | 11/2018 | 10/2020 |
| Pga Tour | Winter Park | FL | 06/2017 | 06/2020 |
| Unemployed/Student | Orlando | FL | 10/2010 | 06/2017 |
| Avantax Investment Services Inc. | Winter Park | FL | 05/2024 | 09/2025 |
| Avantax Advisory Services | Winter Park | FL | 05/2024 | 09/2025 |
| Avantax Insurance Services | Winter Park | FL | 05/2024 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Winter Park | FL | 05/2024 | 09/2025 |
| Park Wealth Partners, Llc | Winter Park | FL | 05/2024 | 01/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Winter Park | FL | 09/2025 | Present |
1. NAME OF OTHER BUSINESS: PARK WEALTH, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 6.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-05 |
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