Best Investors
Account
Sign in
Best Investors
Account
Sign in
4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-07 |
| TX | RA | APPROVED_RES | 2022-09-09 |
Branch Locations
4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Tampa | FL | 11/2008 | 08/2022 |
| Wells Fargo Advisors Llc | Tampa | FL | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 11/2016 | 08/2022 |
| Fidelis Capital Partners, Llc. | Tampa | FL | 08/2022 | Present |
I am a managing member and owner of my wife's clothing brand, Lucidcupid. I devote less than five hours a month to this endeavor and earn no additional compensation, it is not investment-related. My involvement with the company started in May of 2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-10 |
Reach out to this advisor