Best Investors
Account
Sign in
Best Investors
Account
Sign in
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2007-01-16 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
Fort Loramie, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 06/2006 | Present |
| Boyer Financial Corporation | Loramie | OH | 01/2024 | 02/2025 |
| Medicare Enrollment | Loramie | OH | 01/2025 | Present |
| Tax Preparation | Loramie | OH | 01/2025 | Present |
1. Medicare Enrollment, since 1/1/2025, Agent, Enrollment into Medicare Parts A,B,D, Medicare Advantage, Medicare Supplement through Aetna. Non-investment related, 1-10% time spent on activity during securities hrs. 2. Tax Preparation, since 1/1/2025. Tax Preparation, Owner, Non-investment related, 1-10% time spent on activity during securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-27 |
Reach out to this advisor