Best Investors
Account
Sign in
4458 Legendary Dr. Suite 140, Destin, FL 32541 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-22 |
Branch Locations
4458 Legendary Dr. Suite 140, Destin, FL 32541 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kalos Management | Alpharetta | GA | 12/2014 | 05/2018 |
| Wildermuth Asset Management | Alpharetta | GA | 08/2015 | 04/2017 |
| Nyoobe, Inc | Jacksonville | FL | 09/2017 | 05/2021 |
| Blackstock, Inc | Gainesville | FL | 08/2021 | 05/2022 |
| Wealthtrust Asset Management | Destin | FL | 02/2023 | Present |
| Taff South, Llc | Fernandina Beach | FL | 02/2023 | Present |
| Wealthtrust Asset Management | Destin | FL | 02/2023 | Present |
| Wealthtrust Asset Management, Llc | Destin | FL | 02/2023 | Present |
| N/A | N/A | XX | 06/2022 | 01/2023 |
OCCASIONAL CONTRIBUTOR TO SEEKING ALPHA, AN INVESTMENT RELATED WEBSITE. I SPEND APPROXIMATELY 1 HR PER WEEK ON WEEKENDS WHEN ACTIVE. I AM CURRENTLY NOT ACTIVELY CONTRIBUTING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-23 |
| S66 | Uniform Combined State Law Examination | 2007-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-10 |
Reach out to this advisor