Best Investors
Account
Sign in
Best Investors
Account
Sign in
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-11 |
| WI | RA | APPROVED | 2024-10-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cassiani Law Offices, Llc | Milwaukee | WI | 11/1989 | Present |
| Executive Financial Services, Llc | Appleton | WI | 01/1999 | 12/2021 |
| Evergreen Development Appleton1, Llc | Appleton | WI | 11/2006 | 12/2021 |
| Executive Reality Services, Llc | Appleton | WI | 03/2004 | Present |
| New Heights, Llc | Appleton | WI | 02/2000 | Present |
| New Heights Insurance Services, Inc. | Appleton | WI | 12/2008 | Present |
| Brookstone Capital Management | Wheaton | IL | 03/2018 | 08/2022 |
| New Heights Tax Advisory Services, Llc | Appleton | WI | 01/2010 | 12/2021 |
| New Heights Financial Services, Inc | Appleton | WI | 02/2013 | 12/2021 |
| Cassiani Enterprises, Llc | Appleton | WI | 01/1999 | 12/2021 |
| First American National Investment Advisors, Llc | Appleton | WI | 04/2016 | 03/2019 |
| Gladstone Wealth Partners | Appleton | WI | 12/2022 | 09/2023 |
| Integrity Alliance, Llc | Appleton | WI | 09/2023 | Present |
| Integrity Advisory Solutions | Naples | FL | 10/2024 | Present |
1. Cassiani Law Offices; Not Investment Related; 5107 N Ballard Rd, Suite 100, Appleton, WI 54913; Legal Services; Owner; 01/01/1989; 40 hours per month; 40 hours during security hours; Primarily Tax & Estate Planning. 2. New Heights Insurance Services, Inc; Not investment related; 5107 N Ballard Rd, Suite 100, Appleton, WI 54913; Insurance Sales; Owner; 12/01/2008; 40 hours per month; 40 hours during security hours; fixed insurance sales 3. Executive Realty Services, LLC; not investment related; 14766 Dockside Lane, Naples, FL 34114; Rental Real Estate; Owner/CEO; 03/01/2004; 5 hours per month; 0 hours during security hours; manage and purchase residential and assisted living real estate. 4. Wealth Format System, LLC; Investment related; 5107 N Ballard Rd, Suite 100, Appleton, WI 54913; DBA for securities; Investment Advisory services; Owner/CEO; 10/01/2022; 160 hours per month; 80 hours during security hours; sales and service of investment advisory services 5. New Heights Investment Advisory, LLC; 14766 Dockside Lane, Naples, FL 34114; Collection of Revenue; CEO; 01/01/2024; 5 hours per month; 0 hours during security hours; accounting entity for Wealth Format system.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-09 |
Reach out to this advisor