Best Investors
Account
Sign in
114 Turner Street, Clearwater, FL 33756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/1989 | 01/2018 |
| Indivisible Partners | Clearwater | FL | 12/2024 | Present |
| Retired | Clearwater | FL | 02/2018 | 12/2024 |
My Next Season; Not Investment Related; Retirement Consulting; Senior Advisor and Partner; Franklin Resources; Investment Related; Board Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-05 |
Reach out to this advisor