Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-05 |
Branch Locations
2385 Nw Executive Center Dr Ste 260 [Satellite], Boca Raton, FL 33431 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates, Inc. | Syosset | NY | 07/2007 | 07/2021 |
| David Lerner Associates, Inc. | Boca Raton | FL | 07/2021 | 07/2025 |
| Wells Fargo Advisors Financial Network, Llc | Boca Raton | FL | 07/2025 | Present |
WEST BOYNTON WEALTH MANAGEMENT; INV RELATED; BOYNTON BEACH, FL; FINET OPERATING ENTITY;100% OWNERSHIP; START DATE: 10/01/2025; 2 HRS PER MONTH; 2 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-04 |
| S66 | Uniform Combined State Law Examination | 2006-10-14 |
Reach out to this advisor