Best Investors
Account
Sign in
Best Investors
Account
Sign in
2412 Irwin Street, Melbourne, FL 32901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-09-04 |
| DC | RA | APPROVED | 2024-08-27 |
| TX | RA | APPROVED_RES | 2024-08-19 |
| MD | RA | APPROVED | 2024-08-16 |
Branch Locations
Phippsburg, ME • United States
1100 Wayne Ave, Ste 670, Silver Spring, MD 20910 • United States
2412 Irwin Street, Melbourne, FL 32901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Balanced Tax & Business Solutions, Llc | Washington | DC | 01/2016 | 10/2021 |
| Ameriprise | Washington | DC | 11/2016 | 10/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2022 | 08/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2022 | 08/2024 |
| Reexamine Wealth Llc | Washington | DC | 08/2021 | Present |
| Rossby Financial, Llc | Melbourne | FL | 08/2024 | Present |
1) REEXAMINE WEALTH LLC, Washington DC 20001, 08/2021, INV REL, OWNER, LEADERSHIP AND MINDSET COACHING, 70 HR/MO 10 HR/MO TRADING 2) TOLER FINANCIAL GROUP, INVESTMENT RELATED, 1100 WAYNE AVE, STE 670, SILVER SPRING, MD, 08/16/2024, DBA NAME FOR ADVISORY SERVICES OFFERED THROUGH ROSSBY FINANCIAL, LLC. ROSSBY FINANCIAL AND TOLER FINANCIAL GROUP ARE UNAFFILIATED ENTITIES. 3) Real Estate business for his rental property in Washington, DC. This is only to manage property, collect rent, perform or hire for maintenance, and manage local compliance. This real estate business will account for 0 hours per month of trading time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-30 |
Reach out to this advisor