Best Investors
Account
Sign in
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-05-02 |
Branch Locations
211 W Main Street, Ste. 301, Carmel, IN 46032 • United States
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group | Los Angeles | CA | 07/2021 | 03/2022 |
| Oakwood Capital Management | Los Angeles | CA | 12/2018 | 07/2021 |
| Allstate Hoa Management | Los Angeles | CA | 04/2018 | 10/2018 |
| Mc Legacy Group | Los Angeles | CA | 11/2013 | 03/2018 |
| Sanctuary Wealth | Carmel | IN | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-15 |
Reach out to this advisor