Best Investors
Account
Sign in
Best Investors
Account
Sign in
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-17 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Medics | Bonita Springs | FL | 04/2026 | Present |
| Narrative Strategy | Sonoma | CA | 07/2022 | Present |
| Weaver Of 3 | Sonoma | CA | 10/2017 | Present |
| Epic Impact | San Francisco | CA | 01/2016 | Present |
Mr. Wagner is also a business consultant through Weaver of 3 and Narrative Strategy. In this role he provides business consulting, education and training for business entities. He spends approximately 20 hours a week in this endeavor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-03 |
Reach out to this advisor