Best Investors
Account
Sign in
Best Investors
Account
Sign in
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-16 |
Branch Locations
6700 Daniels Parkway Ste 1, Fort Myers, FL 33912 • United States
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 Advisors Llc | Fort Myers | FL | 08/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Naples | FL | 11/2016 | 02/2023 |
| Fifth Third Bank | Bonita Springs | FL | 02/2023 | 06/2023 |
| Fifth Third Securities | Bonita Springs | FL | 02/2023 | 06/2023 |
| Oppenheimer & Co. Inc. | Fort Myers | FL | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-17 |
Reach out to this advisor