Disclosures
Form CRS, Regulation, and How to Verify Best Path Advisors
Access all regulatory disclosures, required forms, and verification resources—designed for easy, transparent access by clients and prospects.
Required Disclosures & Relationship Documents
Advisor Disclosure Supplement (ADV 2B)
Review Liz's summary describing her background, qualifications, and licensing.
J.W. Cole Disclosures (ADV 2A) & Form CRS
Review regulatory information related to our broker-dealer, J.W. Cole Financial, Inc.
How to Verify Our Credentials and Background
FINRA BrokerCheck
Search BrokerCheck to view public licensing, disclosure, and regulatory information for Best Path Advisors and associated advisors.
Relationship Summary (Form CRS)
Required by the SEC, this
summary is designed to help you understand our services, fees, and any potential conflicts of interest.
Firm Credentials and Team Backgrounds
See our
About page for full team bios, credentials, and fiduciary standards.
Why Transparency and Disclosures Matter
- Clients and regulators expect upfront, accessible documentation.
- We encourage every prospective client to review our regulatory filings and verify credentials independently.
- Disclosures are always available electronically or in print, before or during any engagement.
Frequently asked Questions
Disclosure FAQs
How can I verify the credentials earned?
Navigate to the website for the institution or organization that issued the credential. Use the ‘Find a Professional’ (or similar language) and enter the name of the advisor.
How do I check an advisor on BrokerCheck?
Click the BrokerCheck link above, enter our firm or your advisor’s name, and review licensing, history, and regulatory disclosures.
Who regulates Best Path Advisors?
We are regulated by the SEC and FINRA, with relationships through J.W. Cole Financial, Inc. Full details are available in our disclosures.