Best Investors
Account
Sign in
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2025-07-29 |
Branch Locations
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Valley Village, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legg Mason Investor Services, Llc | Berkeley | CA | 12/2005 | 10/2020 |
| Clearbridge Investments Llc | New York | NY | 12/2005 | 10/2020 |
| Legg Mason & Co Llc | Valley Village | CA | 12/2005 | 10/2020 |
| Cheviot Value Management | Beverly Hills | CA | 03/2024 | 07/2025 |
| Financially Empowered, Llc | Pacific Palisades | CA | 10/2020 | Present |
| Peak Brokerage Services | Jupiter | FL | 07/2025 | Present |
| Blackridge Asset Management | Jupiter | FL | 07/2025 | Present |
1) JEWELS AND JOY; VALLEY VILLAGE, CA; BEGINNING 2013; JEWELRY DESIGNS & SALES; OWNER/DESIGNER' 5 HOURS A WEEK; NO TIME DEVOTED DURING NORMAL SECURITIES TRADING HOURS; NON-INVESTMENT RELATED. ---------------------------------------------------------------------- 2) FINANCIALLY EMPOWERED; VALLEY VILLAGE, CA; NOVEMBER 2020; TRAINING & CONSULTING BUSINESS; CO-FOUNDER 80 HOURS A MONTH; 40 HOURS DEVOTED DURING NORMAL SECURITIES TRADING HOURS. NON-INVESTMENT RELATED. 3) Board Member of Non-Profit Organization "Connecting a Caring Community", No compensation is received. 4) Trustee and POA for the Ivan Prefer Estate FBO of Sister; no compensation is received
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-06 |
Reach out to this advisor