Best Investors
Account
Sign in
Best Investors
Account
Sign in
27499 Riverview Center Boulevard, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-22 |
Branch Locations
27499 Riverview Center Boulevard, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Co | Naples | FL | 02/2014 | 02/2022 |
| Principal Securities Inc | Bonita Springs | FL | 03/2016 | 02/2022 |
| Summers Wealth Management | Bonita Springs | FL | 11/2020 | 02/2022 |
| Union Financial, Inc | Bonita Springs | FL | 09/2021 | 02/2022 |
| Lasalle St. Securities, Llc | Elmhurst | IL | 02/2022 | Present |
| Lasalle St. Investment Advisors, Llc | Elmhurst | IL | 02/2022 | 07/2026 |
| Jesurun Wealth Advisors Llc | Bonita Springs | FL | 07/2026 | Present |
***Naples Comfort Systems by Stahlman Cooling and Heating, LLC; Not Investment Related; 2160 Keane Ave., Naples, FL 34117; Sign permits to county.; Start Date: 02/25/22 ***JESURUN WEALTH ADVISORS-Financial Advisor, assisting w/financial plans, insurance, asset management, etc.~Start Date: 02/25/22 ***Sagen Augustin P.A.~Owner, Real Estate Agent, Estero, Florida, Started 2/2024, Holding/Pass Through Company. ***Jesurun Wealth Advisors~Insurance Agent for Fixed Insurance, life, disability,long-erm care and health insurance NAMED EXECUTOR FOR PARENTS ESTATE AFTER THEIR PASSING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-01-09 |
| S65 | Uniform Investment Adviser Law Examination | 2010-04-22 |
Reach out to this advisor