Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-09 |
| FL | RA | APPROVED | 2016-08-24 |
Branch Locations
8851 Conroy-Windermere Rd, Orlando, FL 32835 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services,Inc. | Orlando | FL | 05/2007 | Present |
| Truist Advisory Services, Inc. | Orlando | FL | 08/2016 | Present |
Boat Rental POSITION: owner NATURE: I have loaned out my boat for charter trips that result in payment for the use of my boat and to be captained. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/05/2020 ADDRESS: , Orlando FL , United States DESCRIPTION: Providing boat and safety equipment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-14 |
Reach out to this advisor