Best Investors
Account
Sign in
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-11 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
3507 Kyoto Gardens Drive, Suite 100, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Charlotte | NC | 01/2014 | 11/2016 |
| Wells Fargo Bank Na | Charlotte | NC | 12/2013 | 06/2018 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 06/2018 |
| Bb&T | Palm Beach | FL | 06/2018 | 01/2019 |
| Bb&T Securities, Llc | Richmond | VA | 06/2018 | 02/2021 |
| Bb&T | Palm Beach | FL | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Palm Beach | FL | 02/2021 | 04/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 04/2022 |
| Keybank Na | Palm Beach Gardens | FL | 06/2022 | Present |
| Key Investment Services Llc | Cleveland | OH | 03/2024 | Present |
| Unemployed- Garden Leave | Palm Beach Gardens | FL | 04/2022 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-19 |
Reach out to this advisor