Best Investors
Account
Sign in
Best Investors
Account
Sign in
3636 South Interstate 10 Service Road Suite 214, Metairie, LA 70001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-22 |
Branch Locations
3636 South Interstate 10 Service Road Suite 214, Metairie, LA 70001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | Ocala | FL | 11/2004 | 03/2017 |
| Park Avenue Securities Llc | Ocala | FL | 11/2004 | 08/2017 |
| Wealth With Wisdom Advisors, Inc. | Palm Beach Gardens | FL | 08/2017 | 04/2021 |
| Interfaith Foundation | Ocala | FL | 10/2016 | 08/2018 |
| Prime Image Design Llc | Ocala | FL | 06/2006 | Present |
| Swp Group Inc. | Ocala | FL | 08/2012 | Present |
| Laurel Lake Villas Owners Association | Ocala | FL | 12/2015 | 05/2021 |
| Park Avenue Securities Llc | Ocala | FL | 04/2005 | 08/2017 |
| Interfaith Emergency Services Corporation | Ocala | FL | 10/2008 | 08/2018 |
| Touchstone Wealth Advisors Llc | Ocala | FL | 10/2020 | 08/2023 |
| Touchstone Wealth Advisors Llc | Ocala | FL | 09/2020 | Present |
| Mcbryar Advisory Services, Inc. | Bay Minette | AL | 05/2022 | 10/2022 |
| Author | Ocala | FL | 11/2022 | Present |
| Colomb Investment Management Company, Llc | Metairie | LA | 06/2023 | Present |
1. SWP Group Inc.; Ocala, FL; President/Insurance Agent; Fixed Insurance Sales; 5 hour per month, some of which during securities trading hours; activity began 08/2012, 2. Prime Image Design LLC; Managing Member; Ocala, Florida; activity began 06/2006 3. Independent Author; Yes; Ocala, FL; Literature; Author; 11/2022; Less than 2%/ MO; 0 Hrs/ MO 4. Touchstone Wealth Advisors, LLC; Managing Member; Ocala, FL; legal entity formerly registered as an investment adviser (from 2020 through 2023) but now used for tax/accounting purposes only. Less than 2 Hrs/Mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-15 |
Reach out to this advisor