Best Investors
Account
Sign in
Best Investors
Account
Sign in
250 River Park North Drive, Woodstock, GA 30188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-07-30 |
Branch Locations
515 N. Flagler Drive Suite P-300, West Palm Beach, FL 33401 • United States
3 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 |
|---|---|---|---|---|
| Woodstock Financial Group, Inc | Woodstock | GA | 05/2016 | Present |
Banyan Private Wealth; investment related; 515 N. Flagler Drive, Suite P-300, West Palm Beach, FL 33401 & 951 Yamato Rd., Boca Raton, FL 33431; non-securities related insurance business, running branch office of Woodstock, and paying expenses in relation to Woodstock branch office; owner; started 05/16/2016 (name changed 06/30/2016); devotes approximately 4 hours a month which only approximately 1 hour during trading hours; duties include selling non-securities related insurance, paying expenses in relation to Woodstock branch office, and running branch office of Woodstock.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-19 |
| S66 | Uniform Combined State Law Examination | 2010-02-26 |
Reach out to this advisor