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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-26 |
| NH | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
2 Franklin Street, Exeter, NH 03833 • United States
5674 Marquesas Circle, Sarasota, FL 34233 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Sarasota | FL | 03/2020 | 01/2021 |
| Pfs Investments Inc. | Sarasota | FL | 09/2020 | 01/2021 |
| Cardinal Mooney High School | Sarasota | FL | 08/2010 | 11/2019 |
| Sarasota County Fire Department | Sarasota | FL | 05/2014 | 10/2024 |
| Base Wealth Management, Llc | Lakewood Ranch | FL | 10/2022 | 01/2026 |
| Intervest Internationa, Inc. | Colorado Springs | CO | 06/2021 | 10/2022 |
| Intervest International Equities Corporation | Colorado Springs | CO | 01/2021 | 10/2022 |
| Newedge Advisors, Llc | New Orleans | LA | 01/2026 | Present |
1. NewEdge Advisors, LLC - DBA Crescent Wealth Partners; Investment related; Exeter, NH; Start date 01/2026; 160 total hours; 160 trading hours; Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-08 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-05 |
Reach out to this advisor