Best Investors
Account
Sign in
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-04-28 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
735 North Causeway Boulevard Floor 2, Suite 203 A, Mandeville, LA 70448 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Metaire | LA | 01/2014 | 08/2022 |
| Park Avenue Securities | Metairie | LA | 01/2014 | 08/2022 |
| Actus Wealth Strategies, Llc | Metairie | LA | 08/2022 | Present |
| Cornerstone Advisors Llc | Fayetteville | AR | 03/2023 | 04/2025 |
| Advisory Services Network, Llc | Atlanta | GA | 04/2025 | Present |
1. Roman Catholic Deacon for the Archdiocese of New Orleans; I was ordained as a Roman Catholic Deacon for the Archdiocese of New Orleans in 2025. I facilitate in various ministries in the parish and around the Archdiocese. I am not paid for this work; I was ordained on 6/27/2015. I spend roughly 20 hours a month in min during trading hours. Investment related activity: No 2. Toccer Wealth Management, LLC: I am the president of this business which focuses on selling fixed product life, annuity, disability, health, and direct primary care to referrals only. There are no marketing efforts here. It was established in 10/2022. Time spent: 6 hours/month trading hours. This is part of my regular business. Investment related activity: yes. 3. Nations Insurance, LLC: I am the president of this business, which focuses on products only: fixed life, annuity, disability, health, and direct primary care to referrals only. There are no marketing efforts here. It was established on 8/17/2022. hours/month, 2 during trading hours. This is part of my regular business. Investment related activity: yes. 4. Actus Wealth Strategies, LLC (dba Actus Wealth Strategies Insurance Agency in California): I am the president of this which focuses on selling fixed products only: fixed life, annuity, disability, health, direct primary care to referrals and business exit planning. It was established 5/20/2020. Time spent: 20 hours/month, all during trading hours. Investment related activity: yes. 5. Property and Casualty Insurance, I am an agent licensed to sell personal and commercial property and casualty insurance. This business is entirely referral-based. In the regular course of my work, I partners who specialize in either personal or commercial property and casualty insurance. For these referrals, I receive a commission split. This accounts for 2% of Time spent: 4 hours/month, none during trading hours. I began this work as a p and c broker in 9/2010. Investment related activity: yes. 6. Nations Loan Services, Agreement: non-investment-related business. I work closely with the team at Nations Loan Services, LLC. I identify clients who could benefit from a commercial loan sale, or commercial real estate transaction during my regular business activities. To refer such clients to Nations Loan Services, LLC, I receive a finder's fee based on business, amounting to 5% of my income. I am licensed to sell personal and commercial property and casualty insurance, and I also refer clients to partners specialized personal or commercial property and casualty insurance. For these referrals, I receive a commission split. I began this work in 08/2022. Time spent: 1 hour/month trading hours. 7. Actus Asset Management, LLC DBA Actus Capital Management: owner, managing partner and president since 04/2025. This is a service company fees. Time spent: 160 hours/month, all during trading hours. Investment related activity: yes. 8. Residential real estate: Consultant since 08/2022. I make referrals estate professionals of individuals looking to buy or sell residential real estate. Time spent: 6 hours/month, 2 hours/month during trading hours. Investment relate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-17 |
Reach out to this advisor