Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Palm Beach Lakes Blvd Suite 734, West Palm Beach, FL 33409 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-15 |
| FL | RA | APPROVED | 2026-04-13 |
Branch Locations
2000 Palm Beach Lakes Blvd Suite 734, West Palm Beach, FL 33409 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Legacy Financial | West Palm Beach | FL | 07/1992 | Present |
| Educated Wealth Center, Llc | West Palm Beach | FL | 07/2006 | Present |
| Ntb Advisers, A Division Of Neidiger, Tucker, Bruner Inc. | Palm Beach | FL | 12/2015 | 02/2017 |
| Retirement Capital Advisors Llc | West Palm Beach | FL | 10/2022 | Present |
| Brookstone | West Palm Beach | FL | 12/2017 | 07/2022 |
Insurance agent for Legacy Financial EDUCATED WEALTH CENTER LLC; INVESTMENT RELATED; 2101 VISTA PARKWAY #244, WEST PALM BEACH, FL 33411; PROVIDES LEADERSHIP AND OVERSIGHT OF OPERATIONS; MANAGING MEMBER; STARTED 07/2006; 5 HOURS/MONTH DEVOTED; 2 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; Offers insurance and IA services. DBA for IA business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-30 |
Reach out to this advisor