Best Investors
Account
Sign in
Best Investors
Account
Sign in
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-28 |
Branch Locations
1855 W. State Rd 434, Longwood, FL 32750 • United States
1200 University Blvd Ste 200, Jupiter, FL 33458 • United States
Longwood, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verus Wealth Management, Llc | Rockledge | FL | 08/2014 | 11/2016 |
| Ruggie Wealth Management | Tavares | FL | 11/2016 | 01/2020 |
| Rwm Asset Management | Tavares | FL | 11/2016 | 11/2020 |
| Asset Advisors Of America, Llc | Longwood | FL | 06/2017 | 11/2020 |
| Grotto Ventures, Llc | Winter Park | FL | 01/2018 | 11/2020 |
| Ameriprise Financial Services, Llc | Longwood | FL | 11/2020 | 07/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 07/2025 | Present |
Business Ownership; Grotto Consulting, LLC; President, sole member.; Consulting; 909 Riverbend Blvd, , Longwood, FL, 32779; Investment-Related; 05/01/2021; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-11-23 |
| S65 | Uniform Investment Adviser Law Examination | 2014-09-26 |
Reach out to this advisor