Best Investors
Account
Sign in
Best Investors
Account
Sign in
2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Horter Investment Management, Llc | Cincinnati | OH | 05/2014 | 05/2018 |
| Safe Money Financial Solutions Llc Fka Fresh Start Financial Sol | Englewood | FL | 06/2014 | Present |
| Retirement Planning & Investment Solutions Llc | Englewood | FL | 01/2017 | Present |
| Fresh Start Support Services Llc | Sarasota | FL | 04/2009 | 09/2017 |
| Financial & Tax Architects, Inc | St. Louis | MO | 05/2018 | 01/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2019 | Present |
1.) SAFE MONEY FINANCIAL SOLUTIONS LLC FKA FRESH START FINANCIAL SOLUTIONS; YES INVESTMENT RELATED; 37 SOUTH INDIANA AVE, #103, ENGLEWOOD, FL 34236; INSURANCE SALES; OWNER/INSURANCE AGENT; START DATE 06/2014; APPROX 120 HRS/MONTH; APPROX 60 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) ANFLAH MANAGEMENT SERVICES LLC; NON-INVESTMENT RELATED; 37 SOUTH INDIANA AVE, ENGLEWOOD FL 34223; MANAGING MEMBER; START DATE 02/2017; APPROX 10 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; MANAGEMENT SERVICES. 3.) ALLSTAR BENEFITS LLC; YES INVESTMENT RELATED; 37 SOUTH INDIANA AVE, ENGLEWOOD FL 34223; AUTHORIZED MEMBER; START DATE 07/2021; APPROX 10 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; SALES 3.) WRITING A BOOK; NOT INVESTMENT RELATED; 37 S INDIANA AVE #105 ENGLEWOOD, FL 34223; WROTE A BOOK; AUTHOR; 1/1/2019; 40HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-13 |
Reach out to this advisor