Best Investors
Account
Sign in
Odessa, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-21 |
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 |
|---|---|---|---|---|
| Wells Fargo | Tampa | FL | 11/2011 | 10/2017 |
| Lasalle | Elmhurst | IL | 10/2017 | 03/2019 |
| Supreme Alliance Llc | Elmhurst | IL | 04/2020 | 12/2022 |
| Motto Mortgage | Scottsdale | AZ | 03/2019 | Present |
| Pgw Financial Llc | Odessa | FL | 07/2024 | Present |
-licensed insurance agent -Motto Mortgage (selling franchises). -Vice President of his HOA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-02 |
Reach out to this advisor