Best Investors
Account
Sign in
Best Investors
Account
Sign in
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-19 |
| FL | RA | APPROVED | 2024-03-05 |
Branch Locations
999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Mackey Komara & Dankovich, Llc (Mkd Wealth Coaches, Llc) | Auburn Hills | MI | 12/2006 | 09/2016 |
| Wisdom Works Llc | Naples | FL | 04/2020 | Present |
| Mkd Wealth Coaches, Llc | Troy | MI | 10/2016 | 08/2018 |
| The Prudential Insurance Company Of America | Naples | FL | 08/2018 | 06/2021 |
| Pruco Securities, Llc | Naples | FL | 08/2018 | 06/2021 |
| Wisdom Works Llc | Oakland Township | MI | 06/2016 | 04/2020 |
| Solas Wealth | Naples | FL | 06/2021 | 02/2023 |
| Blueprint Financial Advisors | Greensboro | NC | 02/2023 | Present |
1) Pinnacle Insurance and Financial Services (The Pinnacle Group): 7791 Belfort Parkway, Jacksonville, FL 32256. 800-356-1167 They provide me life insurance quotes, illustrations. Start date: 3/2022. 4 hours per month spent, 3 of which are during trading hours. Title: Independent Insurance Agent 2) The Retirement Plan Company: 5200 Maryland Way, Suite 310, Brentwood, TN 37027. 888-673-5440 or 877-371-4276 They set up 401k, Profit Sharing, Cash Balance retirement plan documents as well as the administration required for these types of plans for my business owner clients. Start date: 1/2022. Hours spent: 5 hours per month, 4 of which are during trading hours. Title: Independent Financial Advisor. 3) Blueprint Insurance Services. Insurance Agent. 05/2023. 1250 Revolution Mill Drive, Suite 150, Greensboro, NC 27405. 4) Grow Holdings Board an affiliate of Grow Church; investment related; 15300 Tamiami Trail N, Naples, FL 34110; church; board member serving as treasurer; as of 3/1/2025; 3 hours per month 0 during securities trading hours; duties include reviewing accounts managed by financial firm to ensure they are in alignment with church's investment policy statement
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-01-04 |
| S65 | Uniform Investment Adviser Law Examination | 1996-02-29 |
Reach out to this advisor