Best Investors
Account
Sign in
70 Royal Palm Pointe Suite C, Vero Beach, FL 32960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-15 |
Branch Locations
70 Royal Palm Pointe Suite C, Vero Beach, FL 32960 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hillview Capital Advisors | New York | NY | 12/2017 | 07/2019 |
| Brown Advisory | New York | NY | 08/2009 | 12/2017 |
| Coastal Bridge Advisors | Westport | CT | 08/2019 | 11/2021 |
| Washburn Capital Management Inc. | Vero Beach | FL | 06/2023 | Present |
| Aph, Llc | Vero Beach | FL | 11/2021 | 06/2023 |
| Pickleball University | Vero Beach | FL | 01/2025 | Present |
Pickleball University 2216 FL-5, Vero Beach, FL 32960; treasurer; review budget and project expenses/capital improvements; hours per month 2-5 hours; not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-20 |
Reach out to this advisor