Best Investors
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Best Investors
Account
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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-25 |
| UT | RA | APPROVED | 2026-08-12 |
| AL | RA | APPROVED | 2026-07-22 |
| MN | RA | APPROVED | 2026-07-14 |
| SC | RA | APPROVED | 2026-07-02 |
| IL | RA | APPROVED | 2026-06-18 |
| CT | RA | APPROVED | 2026-06-05 |
| LA | RA | APPROVED | 2026-03-30 |
| NJ | RA | APPROVED | 2026-03-19 |
| AZ | RA | APPROVED | 2026-03-10 |
| NV | RA | APPROVED | 2026-03-02 |
| NM | RA | APPROVED | 2026-03-02 |
| CA | RA | APPROVED | 2026-03-01 |
| CO | RA | APPROVED | 2026-03-01 |
| IN | RA | APPROVED | 2026-03-01 |
| NC | RA | APPROVED | 2026-03-01 |
| PA | RA | APPROVED | 2026-03-01 |
| VA | RA | APPROVED | 2026-03-01 |
| KY | RA | APPROVED | 2026-02-17 |
| NY | RA | APPROVED | 2026-02-17 |
| MD | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED | 2025-07-15 |
| FL | RA | APPROVED | 2025-03-26 |
Branch Locations
100 E. Pine Street Suite 110, Orlando, FL 32801 • United States
3061 Allied Street Suite B, Green Bay, WI 54304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guided Financial Advisors | West Palm Beach | FL | 08/2024 | Present |
| Rollins College | Winter Park | FL | 09/2020 | 09/2024 |
| Orlando Utilities Commission | Orlando | FL | 05/2023 | 08/2023 |
| Nj Lenders | Little Falls | NJ | 05/2022 | 08/2022 |
| Nj Lenders | Little Falls | NJ | 05/2021 | 08/2021 |
| Nj Lenders | Little Falls | NJ | 06/2020 | 08/2020 |
| James Caldwell High School | West Caldwell | NJ | 09/2016 | 06/2020 |
| Kcd Financial Inc | Green Bay | WI | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-03 |
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