Best Investors
Account
Sign in
88 Post Road West 2Nd Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-06 |
| CA | RA | APPROVED | 2024-09-05 |
| TX | RA | APPROVED_RES | 2022-02-28 |
| FL | RA | APPROVED | 2022-01-10 |
Branch Locations
Fountain Square 2700 N. Military Trail, Suite 230, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 05/2014 | 02/2018 |
| Lpl Financial Llc | Ft Lauderdale | FL | 02/2018 | 12/2021 |
| Alliance Global Partners | Ft. Lauderdale | FL | 12/2021 | Present |
1. A.I.D. Wealth Management - Investment Related - 2700 Military Trail, Suite 230, Boca Raton, FL 33431 - DBA Wealth Management - Started 05/12/2014 - 140 Hours Per Month During Securities Trading.-Sales 2. The A.I.D. Group - Investment Related - 2700 Military Trail, Suite 230, Boca Raton, FL 33431 - DBA for Wealth Management - Started 01/01/2018 - 160 Hours Per Month During Securities Trading.-Sales 3. The 401(K)ompany-Investment Related - 2700 Military Trail, Suite 230, Boca Raton, FL 33431-DBA for Wealth Management-Started 01/01/2021- Zero hours or as needed-Sales 4. Lowell Newman-Investment Related - 2700 Military Trail, Suite 230, Boca Raton, FL 33431-DBA for Life Insurance Sales-Started 05/11/2022- Zero hours or as needed-Sales 5. Dynamic Life Insurance Strategies-Investment Related - 2700 Military Trail, Suite 230, Boca Raton, FL 33431-DBA for Life Insurance Sales-Started 05/11/2022- Zero hours or as needed-Sales 6. Advisors Insurance Design 2700 Military Trail, Suite 230, Boca Raton, FL 33431-DBA for Life Insurance Sales-Started 05/04/14- Zero hours or as needed-Sales 7. ASL Financial LLC-Investment Related -9071 Moriset Court, Delray Beach, FL 33446 - Operating company established to receive fees- Started 05/23/2022-No hours no business 8. Sidelyne, LLC - not investment-related; 9071 Moriset Court, Delray Beach, FL 33446 - established for possible tax purposes; GM and owner, start date 12-1-25; currently inactive - no hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-07 |
Reach out to this advisor