Best Investors
Account
Sign in
Best Investors
Account
Sign in
1005 West Cleveland Street, Tampa, FL 33606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-07-15 |
| FL | RA | APPROVED | 2016-07-13 |
| TX | RA | APPROVED | 2016-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stronghold Wealth Management L.L.C. | Tampa | FL | 07/2016 | Present |
1. Real Estate Ownership; Commercial; Tampa, FL 33606; Investment Related; Oct 2012. Business Ownership; Lionfish Capital Holdings, LLC; President; Holding Company; Tampa, FL 33629; July 2012; 1-2 hours per month. 2. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. 3. Insurance Agent, 10 hours per year. 4. Business Ownership; Mountain Lion Capital, LLC; Managing Member; Real Estate Holding Company; Tampa, FL 33629; Investment Related; Oct 2022; 1-2 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-05 |
Reach out to this advisor