Best Investors
Account
Sign in
Best Investors
Account
Sign in
2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-30 |
Branch Locations
5100 Tamiami Trl N Ste 103, Naples, FL 34103 • 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 |
|---|---|---|---|---|
| Madison Avenue Securities, Inc. | Bayonne | NJ | 04/2009 | 12/2023 |
| Pfs Wealth Management Group | Naples | FL | 05/2009 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 01/2023 | Present |
| Society Of Financial Awareness | Naples | FL | 06/2024 | Present |
1. PFS WEALTH MANAGEMENT GROUP; YES INVESTMENT RELATED; 5100 TAMIAMI TRAIL N, UNIT 103, NAPLES, FL 34103; INSURANCE SALES; PRESIDENT; START DATE 05/2009; APPROX 40 HRS/MONTH; APPROX 04 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2. VINCENT A VIRGA; YES INVESTMENT RELATED; 23 WEST 8TH ST, BAYONNE, NJ 07002; AUTHOR OF BOOK AND SPEAKER; AUTHOR; START DATE 10/2015; APPROX 05 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING; AUTHOR OF BOOK AND SPEAKER ON S.M.A.R.T. APPROACH. 3. SOFA; Yes, Investment Related; 5100 Tamiami Trail N, Unit 103, Naples, FL 34103; Non-Profit; POSITION: Course Instructor on Financial related content; START DATE: 06/2024; Approx. 10 hours a month; Approx. 4 hours during trading; Educational Events.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-04-03 |
| S65 | Uniform Investment Adviser Law Examination | 2012-03-20 |
Reach out to this advisor