Best Investors
Account
Sign in
114 Turner Street, Clearwater, FL 33756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-23 |
Branch Locations
114 Turner Street, Clearwater, FL 33756 • United States
100 North Westlake Boulevard, Suite 201, Westlake Village, CA 91362 • United States
100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-08 |
Branch Locations
100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fmb Wealth Management | Westlake Village | CA | 02/2026 | Present |
| Four Seasons Hotels | Westlake Village | CA | 06/2024 | 02/2026 |
| Aventura | Ann Arbor | MI | 08/2023 | 05/2024 |
| Tavern 101 Bar & Grill | Agoura Hills | CA | 04/2023 | 08/2023 |
| University Of Michigan | Ann Arbor | MI | 08/2019 | 05/2024 |
| Oaks Christian Learning Center | Westlake Village | CA | 11/2021 | 11/2025 |
| Ymca | Westlake Village | CA | 05/2019 | 02/2021 |
| Oaks Christian High School | Westlake Village | CA | 08/2015 | 05/2019 |
| Indivisible Partners, Llc | Clearwater | FL | 05/2026 | Present |
| Jdk Comms | Santa Monica | CA | 04/2024 | 02/2026 |
The name of the other business is FMB Wealth Management (FMBWM). The business is investment-related. The business is located in Westlake Village, California. FMBWM is a privately-owned Registered Investment Adviser that provides wealth management services for individual and qualified retirement plan clients. Mr. Berges is an associate advisor of FMBWM beginning in February 2026 and is still presently in this position. The duties of this position include investment consulting, advanced planning, and relationship management services. He spends approximately 120 hours per month on this business and 30 hours a week during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-08 |
Reach out to this advisor