Best Investors
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Account
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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
10375 Park Meadows Dr Suite 525, Lone True, CO 80124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Vlg | CO | 08/2013 | 01/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2020 |
| Diamond Wealth Management, Llc | Alpiine | UT | 01/2020 | 03/2021 |
| Diamond Wealth Management, Llc | Alpine | UT | 01/2021 | 03/2021 |
| Independent Financial Partners | Tampa | FL | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-30 |
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