Best Investors
Account
Sign in
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-02-20 |
Branch Locations
317 W. Main Street, Ashland, WI 54806 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America, Inc. | Ashland | WI | 10/1990 | 11/2017 |
| Lpl Financial, Llc | Ashland | WI | 11/2017 | Present |
| Gwm Advisors, Llc (Dba: Fiorio Wealth Advisors) | Ashland | WI | 01/2018 | Present |
1. 11/29/2017 - FIORIO WEALTH ADVISORS - Investment Related - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Co Owner. 2. 11/29/2017 - FIORIO INVESTMENT PLANNING SERVICES, INC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Co-Owner - Time Spent 1%. 3. 11/29/2017 - Fiorio Brothers Investments LLC - Not Investment Related - 317 W Main Street, Ashlin, WI 54806 - Real Estate Rental - Time Spent 1%. 4. 3/20/2018 - GWM Advisors, LLC - DBA: Fiorio Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 02/06/2018 - 60 Hours Per Month/3 Hours During Securities Trading. 5. 3/28/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/21/2018 - 5 Hours Per Month/1 During Securities Trading - Offer fixed insurance. 6. 10/30/2024 - New Edge Advisors - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/19/2018 - 160 Hours Per Month/ 140 Hours During Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 3/2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-21 |
Reach out to this advisor