Best Investors
Account
Sign in
Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-04 |
Branch Locations
125 Se Via Tesoro Suite 203, Port Saint Lucie, FL 34984 • United States
Boca Raton, FL • 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 |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Houston | TX | 06/2010 | 05/2019 |
| Invesco Advisers, Inc. | Atlanta | GA | 06/2010 | 05/2019 |
| Pfs Investments Inc. | Miami Lakes | FL | 05/2021 | 08/2022 |
| Primerica Financial Services | Miami Lakes | FL | 05/2021 | 08/2022 |
| Cutting Road Capital | Boca Raton | FL | 06/2019 | 10/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2024 | 07/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2026 | 07/2026 |
| Guardian Life Insurance Company | Port St Lucie | FL | 07/2026 | Present |
| Park Avenue Securities | Port St Lucie | FL | 07/2026 | Present |
| Park Avenue Securities | Boca Raton | FL | 07/2026 | Present |
| Guardian Life Insurance Company | Boca Raton | FL | 07/2026 | Present |
1) NEW ENGLAND FUNDS LLC, 301 SW 8th Terrace, Boca Raton FL 33486, START DATE: 01/01/2024 20 HOURS PER MONTH/10 DURING NORMAL TRADING HOURS NON INVESTMENT RELATED LESS THAN 10% ANNUAL COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-23 |
| S65 | Uniform Investment Adviser Law Examination | 2011-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-12 |
Reach out to this advisor