Best Investors
Account
Sign in
Best Investors
Account
Sign in
28163 Us Highway 19 North Suite 205, Clearwater, FL 33761 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-17 |
Branch Locations
28163 Us Highway 19 North Suite 205, Clearwater, FL 33761 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Clearwater | FL | 02/2014 | 02/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2017 |
| Raymond James Financial Services, Inc | Clearwater | FL | 02/2017 | 11/2020 |
| Steward Partners Investment Advisory, Llc | Clearwater | FL | 02/2017 | 11/2020 |
| Tax And Trust Management Services, Llc | Clearwater | FL | 02/2017 | Present |
| Personalized Financial Solutions Llc | Clearwater | FL | 02/2021 | Present |
1) Tax and Trust Management Services, LLC; Address: Same address; Nature of the Business: Accounting/Tax Services; Position/Title: Enrolled Agent/Tax Preparer; Investment Related: No; Start Date: 02/16/2017; Hours per month devoted to this business: 15 Hours. 2) Licensed insurance professional. Same address. Less than 10% of time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-14 |
Reach out to this advisor