Best Investors
Account
Sign in
2100 Lake Eustis Dr, Tavares, FL 32778 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-06 |
Branch Locations
2100 Lake Eustis Dr, Tavares, FL 32778 • United States
1801 N. Military Trail Suite 120, Boca Raton, FL 33431 • United States
2100 Lake Eustis Dr., Tavares, FL 32778 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-17 |
Branch Locations
2100 Lake Eustis Dr., Tavares, FL 32778 • United States
1801 N. Military Trail Suite 120, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Deerfield Beach | FL | 06/2014 | 01/2017 |
| Cwm, Llc | Deerfield Beach | FL | 06/2014 | 12/2022 |
| Cetera Advisor Networks | El Segundo | CA | 01/2017 | 05/2019 |
| Meridan Financial & Co, Inc | Deerfield Beach | FL | 07/2014 | Present |
| Nichols Wealth Partners | Deerfield Beach | FL | 07/2014 | Present |
| Wealth Partners, Llc | Deerfield Beach | FL | 11/2014 | Present |
| Destiny Wealth Partners | Boca Raton | FL | 01/2023 | Present |
1.NAME OF OTHER BUSINESS: DESTINY WEALTH PARTNERS, DESTINY FAMILY OFFICE. INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATIONNATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES, POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE, START DATE: 1/2023, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR PROVIDING ADVISORY SERVICES TO ITS CLIENTS, INCLUDING DISCRETIONARY INVESTMENT MANAGEMENT AND FINANCIAL GUIDANCE. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/2018; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE. 3. NAME OF OTHER BUSINESS: MERIDIAN FINANCIAL & CO, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BUSINESS ENTITY START DATE: 07/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNER OF BUSINESS ENTITY FOR TAX PURPOSES ONLY 4. NAME OF OTHER BUSINESS: NICHOLS WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OWNER / FINANCIAL ADVISOR 5. NAME OF OTHER BUSINESS: WEALTH PARTNERS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE START DATE: 11/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: OWNER - RESPONSIBLE FOR MARKETING AND SALE OF NON-VARIABLE INSURANCE. 6. NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LIFE SETTLEMENT START DATE: 07/2018 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC. 7. NAME OF OTHER BUSINESS: CHELLA GROUP, LP AND KONMAX, LLC ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: LIMITED PARTNERSHIPS START DATE: 04/2012 POSITION/TITLE/RELATIONSHIP: OWNER LESS THAN ONE HOUR PER WEEK, MAY BE DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: INVEST IN LIQUID INVESTMENTS IN BROKERAGE ACCOUNT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-27 |
Reach out to this advisor