Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-14 |
| TX | RA | APPROVED_RES | 2026-07-01 |
Branch Locations
Altamonte Springs, FL • United States
444 W Railroad Ave Suite 300, West Palm Beach, FL 33401 • United States
West Palm Beach, FL • United States
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 |
|---|---|---|---|---|
| Triad Advisors Inc | Norcross | GA | 11/2005 | 04/2018 |
| Barr Financial | Winter Park | FL | 11/2005 | 04/2018 |
| Concourse Financial Group Securities Inc | Heathrow | FL | 04/2018 | 02/2025 |
| (Dba) Solutions Group Wealth Management Llc | Heathrow | FL | 04/2018 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2025 | 06/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2025 | 06/2026 |
| Osaic Wealth | West Palm Beach | FL | 06/2026 | Present |
1.MICHAEL PAYNE FIXED INSURANCE POSITION: Agent NATURE: Michael Payne, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/29/2026 ADDRESS: 5310 NW 33rd Ave., Suite #206, Ft. Lauderdale FL 33309, United States DESCRIPTION: Sales and service of fixed insurance and annuities. 2.CREATIVE FINANCIAL PROPERTY AND CASUALTY GROUP, LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/29/2026 ADDRESS: 5310 NW 33rd Ave., Suite #206, Ft. Lauderdale FL 33309, United States DESCRIPTION: Sales and service of all types of insurance and annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-18 |
Reach out to this advisor