Best Investors
Account
Sign in
Best Investors
Account
Sign in
761 Maitland Ave., Altamonte Springs, FL 32701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-29 |
| NC | RA | APPROVED | 2020-08-27 |
| TX | RA | APPROVED | 2020-08-24 |
Branch Locations
761 Maitland Ave., Altamonte Springs, FL 32701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Services, Llc | Winter Park | FL | 10/2001 | Present |
| Heritage Advisors Group, Inc. | Winter Park | FL | 02/2020 | Present |
| Independent Financial Partners | Winter Park | FL | 12/2011 | 08/2020 |
1) INSURANCE AGENT - 11/2012 TO PRESENT. INVESTMENT RELATED. 147 E. LYMAN AVENUE, SUITE D, WINTER PARK, FL 32789. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-03 |
Reach out to this advisor