Best Investors
Account
Sign in
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-08-27 |
| MI | RA | APPROVED | 2026-08-24 |
Branch Locations
12801 Pierce St. Suite 100, Omaha, NE 68144 • United States
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckingham Strategic Wealth, Llc | Clayton | MO | 10/2021 | 07/2024 |
| Siena Wealth Advisors | Grand Ledge | MI | 01/2020 | 10/2021 |
| Michigan Health Information Network | East Lansing | MI | 09/2019 | 12/2019 |
| Unemployed | Mancelona | MI | 08/2019 | 09/2019 |
| Castle Financial Partners | Holt | MI | 03/2019 | 07/2019 |
| Unemployed | Mancelona | MI | 02/2019 | 03/2019 |
| Northwestern Mutual | East Lansing | MI | 01/2018 | 01/2019 |
| Michigan State University | East Lansing | MI | 08/2015 | 12/2019 |
| Unemployed | Mancelona | MI | 01/2010 | 12/2017 |
| The Colony Group, Llc | Boston | MA | 07/2024 | 11/2024 |
| Capital City Wealth Management, Inc. | Clayton | MO | 02/2025 | 08/2026 |
| Gladstone Wealth Partners | Omaha | NE | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-08 |
Reach out to this advisor