Best Investors
Account
Sign in
Best Investors
Account
Sign in
1689 2Nd Street Suite 103, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-15 |
| NJ | RA | APPROVED | 2026-04-14 |
| FL | RA | APPROVED | 2026-03-31 |
| PA | RA | APPROVED | 2026-03-31 |
Branch Locations
1689 2Nd Street Suite 103, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Lakewood Ranch | FL | 04/2001 | 06/2020 |
| Guardian Life Insurance Company | Lakewood Ranch | FL | 12/2019 | Present |
| Park Avenue Securities Llc | Lakewood Ranch | FL | 05/1999 | 06/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2020 | 03/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2020 | 03/2026 |
| True Path Financial Llc | Sarasota | FL | 03/2026 | Present |
| True Path Financial Llc | Sarasota | FL | 03/2025 | Present |
| Smart Retirement Llc | Osprey | FL | 06/2020 | Present |
SMART RETIREMENT LLC; Investment Related; Osprey, FL; Insurance Agent/Owner; Fixed Insurance Sales; Started 06/2020; Approximately 10 hours per month spent during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-06 |
Reach out to this advisor