Best Investors
Account
Sign in
Best Investors
Account
Sign in
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-03 |
| SC | RA | APPROVED | 2025-01-03 |
| NC | RA | APPROVED | 2019-06-06 |
Branch Locations
948-B Cypress Village Blvd., Sun City Center, FL 33573 • United States
55 S. Trade St., Tryon, NC 28782 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • 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 |
|---|---|---|---|---|
| Ward & Associates Financial Group | Largo | FL | 01/2002 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 11/2014 | 05/2019 |
| Simplicity Wealth, Llc | Holland | MI | 05/2019 | Present |
1) Ward & Associates Financial Group; Investment-related; 55 South Trade St. Tryon, NC 28782; Insurance sales; Owner; 01/2002; Approx. 160 hours/month; Approx. 12 hours/month during rading hours; Insurance and annuity sales. 2) Parry Ward; Investment-related; 55 South Trade St. Tryon, NC 28782; Insurance sales; Licensed Insurance Agent; 01/2002; Approx. 160 hours/month as Owner of Ward & Associates Financial Group; Approx. 120 hours/month during trading hours as Owner of Ward & Associates Financial Group; Insurance and annuity sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-17 |
Reach out to this advisor