Best Investors
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Account
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7680 Universal Blvd Suite 620, Orlando, FL 32819 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2026-04-20 |
Branch Locations
7680 Universal Blvd Suite 620, Orlando, FL 32819 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wolfley'S Lawn Service | Topeka | KS | 03/2009 | 08/2021 |
| University Of Minnesota | Minneapolis | MN | 08/2016 | 05/2017 |
| Madison Security | Minneapolis | MN | 10/2016 | 05/2017 |
| Next Gen Restaurant | Maple Hill | KS | 06/2018 | 08/2018 |
| Kansas State University | Manhattan | KS | 08/2017 | 05/2021 |
| Ofg Financial Services, Inc | Topeka | KS | 08/2021 | 08/2021 |
| Bob Schwarz Financial | Silver Lake | KS | 04/2018 | 08/2018 |
| Triad Wealth Partners, Llc | Lawrence | KS | 09/2023 | 10/2025 |
| Triad Partners, Llc | Lawrence | KS | 06/2022 | 10/2025 |
| Unemployed | Sliverlake | KS | 08/2021 | 06/2022 |
| Rea Financial | Orlando | FL | 10/2025 | Present |
| Rea Insurance Group | Orlando | FL | 10/2025 | Present |
Rea Insurance Group; Client Success Adviser; Orlando, FL; 10/2025; Non-investment related; Insurance sales; 10 hours per month, 10 hours during trading period;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-30 |
| S66 | Uniform Combined State Law Examination | 2021-10-08 |
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