Best Investors
Account
Sign in
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-04 |
| TX | RA | APPROVED | 2025-05-28 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The State Bank And Trust Company | Defiance | OH | 10/2015 | 04/2017 |
| Prudential Financial | Maumee | OH | 04/2017 | 08/2018 |
| Key Investment Services, Llc | Toledo | OH | 08/2018 | 12/2019 |
| Key Private Bank (Keycorp) | Toledo | OH | 12/2019 | 09/2023 |
| Tfo Wealth Partners | Maumee | OH | 09/2023 | 05/2025 |
| Facet | Baltimore | MD | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-28 |
Reach out to this advisor