Best Investors
Account
Sign in
Best Investors
Account
Sign in
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-15 |
| TX | RA | APPROVED | 2025-12-15 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
4650 Moore St., Okemos, Okemos, MI 48864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 05/2004 | 01/2017 |
| Cwm, Llc | Omaha | NE | 03/2015 | 12/2025 |
| Equanimity Wealth Management, Inc | East Lansing | MI | 03/2002 | 12/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2017 | 12/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | 12/2025 |
| Newedge Securities Llc | Pittsburgh | PA | 12/2025 | Present |
| Newedge Advisors | New Orleans | LA | 12/2025 | Present |
1. Self-employed; Not Investment Related; At reported business location; Fixed insurance; Insurance Agent; 11/2016; 5 total hrs; 5 trading hrs; Sells life, disability, annuities, and long-term care. 2. Equanimity Wealth Management, Inc.; Investment Related; At reported business location; Financial services; Owner; 01/2012; 160 total hrs; 160 trading hrs; Setting corporate policy and vision, leading internal stakeholders. 3. Scott Danek - self employed; Not Investment Related; At reported business location; Tying fishing flies; Owner/Fly Tier; 11/2019; 1 total hr; 0 trading hrs; Upon request tie 1-2 dozen flies for people who ask. 4. GFN Riverbend LLC; Not Investment Related; Commercial real estate; Owner/Sole Member; 04/2020; 1 total hr; 1 trading hr; Commercial building rental. 5. Sunset Palms; Not Investment Related; Real estate; Owner; 01/2024; 1 total hr; 0 trading hrs; Deal with issues as they arise, though a management company will take care of most of these things.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-10-12 |
Reach out to this advisor