Best Investors
Account
Sign in
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-05 |
Branch Locations
311 Park Place Boulevard Suite 150, Clearwater, FL 33759 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
311 Park Place Blvd. Suite 150, Clearwater, FL 33759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED_RES | 2025-12-01 |
| FL | RA | APPROVED | 2017-11-28 |
Branch Locations
311 Park Place Blvd. Suite 150, Clearwater, FL 33759 • 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 |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith, Inc. | Tampa | FL | 07/2003 | 11/2017 |
| Bank Of America, N.A. | Tampa | FL | 10/2011 | 11/2017 |
| Modern Wealth Management, Llc | Clearwater | AZ | 05/2026 | Present |
| Lpl Financial Llc | Clearwater | FL | 12/2017 | 05/2026 |
| Flaharty Asset Management, Llc | Clearwater | FL | 11/2017 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 06/2026 | Present |
1. Modern Wealth Management, LLC., Start Date: 06/01/2026, 311 Park Place Blvd., Ste. 150, Clearwater, FL 33759, LLC RIA, Investment, Financial Advisor, Marketing and Advising Clients on their Financial goals, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 2. Toscana Circle, LLC., Start Date: 06/01/2017, 3116 Toscana Circle, LLC, Rental Property, Manager, Manage a single rental property, Not Investment Related, 4 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-04 |
Reach out to this advisor