Best Investors
Account
Sign in
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-29 |
| TX | RA | APPROVED | 2026-04-29 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Downers Grove | IL | 11/2019 | 08/2021 |
| Penn Mutual Life Insurance Company | Horsham | PA | 03/2020 | 05/2020 |
| Lincoln Investment | Fort Washington | PA | 08/2021 | 03/2023 |
| Capital Analysts | Fort Washington | PA | 08/2021 | 03/2023 |
| New York Life Insurance Company | Deerfield | IL | 03/2023 | 06/2023 |
| J.P. Morgan Securities Llc | Winnetka | IL | 06/2023 | 02/2024 |
| Massachusetts Mutual Life Insurance Co | Springfield | MA | 04/2020 | 05/2020 |
| Jp Morgan Chase | Winnetka | IL | 06/2023 | 02/2024 |
| New York Life Insurance | Deerfield | IL | 03/2023 | 06/2023 |
| Lincoln Investment | Lombard | IL | 08/2021 | 03/2023 |
| Olympia Fields Country Club | Olympia Fields | IL | 05/2016 | 10/2021 |
| Prudential | Frankfort | IL | 06/2019 | 08/2021 |
| Hornor Townsend And Kent Llc | Horsham | PA | 04/2020 | 05/2020 |
| Erin Hills Golf Course | Erin Hills | WI | 06/2017 | 06/2017 |
| Michael Polan | Downers Grove | IL | 03/2024 | 01/2025 |
| Kevin Olson | Downers Grove | IL | 03/2024 | 03/2025 |
| Carmelo Barbaro | Downers Grove | IL | 03/2024 | 03/2025 |
| Northwestern Mutual Investment Services Llc | Downers Grove | IL | 03/2024 | 03/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2024 | 03/2025 |
| Stanley Sroka | Downers Grove | IL | 04/2024 | 03/2025 |
| James Campbell | Downers Grove | IL | 08/2024 | 03/2025 |
| Thomas Rossi | Downers Grove | IL | 12/2024 | 03/2025 |
| David Milonas | Downers Grove | IL | 12/2024 | 03/2025 |
| Michael Polan | Sarasota | FL | 01/2025 | 03/2025 |
| Edge Financial Advisors | Wheaton | IL | 03/2025 | 08/2025 |
| Goldstone Financial Group, Llc | Oakbrook Terrace | IL | 08/2025 | 01/2026 |
| Facet | West Palm Beach | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-11 |
Reach out to this advisor