Best Investors
Account
Sign in
Best Investors
Account
Sign in
875 North Michigan Ave. Unit 3940, Chicago, IL 60611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-10-16 |
| TN | RA | APPROVED | 2023-07-05 |
| AL | RA | APPROVED | 2023-07-03 |
| NJ | RA | APPROVED | 2023-01-09 |
| PA | RA | APPROVED | 2022-07-25 |
| AR | RA | APPROVED | 2021-04-08 |
| IN | RA | APPROVED | 2021-03-17 |
| WA | RA | APPROVED | 2021-01-19 |
| TX | RA | APPROVED | 2020-10-31 |
| FL | RA | APPROVED | 2020-10-28 |
| IL | RA | APPROVED | 2020-08-31 |
| MI | RA | APPROVED | 2020-07-17 |
Branch Locations
9990 Coconut Road Office #260, Bonita Springs, FL 34135 • United States
875 North Michigan Ave. Unit 3940, Chicago, IL 60611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Naples | FL | 03/2015 | 10/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2015 | 10/2016 |
| Grace Capital Management, Llc | Fort Myer | FL | 11/2016 | 03/2020 |
| Aewealth Management | Topeka | KS | 02/2020 | 03/2021 |
| Trifound Advisory Llc | Fort Myers | FL | 04/2020 | 02/2023 |
| Vertis Wealth, Llc (F/K/A Trifound Advisory Llc) | Bonita Springs | FL | 04/2020 | Present |
1) INSURANCE AGENT - 8/2006 TO PRESENT. INVESTMENT RELATED. 13450 PARKER COMMONS BLVD., SUITE 101, FORT MYERS, FL 33912. APPROX 160 HRS/MONTH; DURING TRADING HOURS; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-21 |
Reach out to this advisor