Best Investors
Account
Sign in
361 Route 202, Somers, NY 10589 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-14 |
Branch Locations
361 Route 202, Somers, NY 10589 • United States
Palm Beach Gardens, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilmington Capital Securities, Llc | Garden City | NY | 07/2015 | 10/2021 |
| Phx Financial, Inc. | Hauppauge | NY | 10/2021 | 12/2024 |
| Coastal Palm Capital Group | West Palm Beach | FL | 12/2024 | 04/2026 |
| Innovative Private Wealth Management Inc. | Somers | NY | 04/2026 | Present |
Logio Holdings LLC; Non investment related; 9820Dogwood Ave Palm Beach Gardens FL 33410; Holing Entity developed for tax purposes, Mr. Ursino will be the Owner/ Managing Member; 0 hours will be spent on this Business during market hours per month; Around 2 hours will be devoted to this business of non market hours per month; Mr. Ursino developed this business as a pass through entity for tax purposes only. Fenco; Richmond Hill, GA; Business consulting; Consulting and locating new potential fencing clients, 0 Mrkt Hrs per month, 2 non mrkt Hrs per month, Compensated via consulting fees, Will not be doing business with clients of the firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-12 |
Reach out to this advisor