Best Investors
Account
Sign in
Best Investors
Account
Sign in
2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-08-18 |
| WI | RA | APPROVED | 2025-07-24 |
| IN | RA | APPROVED | 2025-03-11 |
| DC | RA | APPROVED | 2024-08-27 |
| MD | RA | APPROVED | 2024-04-15 |
| OK | RA | APPROVED | 2023-02-21 |
| NY | RA | APPROVED | 2022-08-24 |
| DE | RA | APPROVED | 2022-02-14 |
| CA | RA | APPROVED | 2020-09-22 |
| KS | RA | APPROVED | 2019-06-05 |
| LA | RA | APPROVED | 2019-05-28 |
| TX | RA | APPROVED_RES | 2019-05-07 |
| MN | RA | APPROVED | 2019-03-01 |
| CO | RA | APPROVED | 2018-10-25 |
| IL | RA | APPROVED | 2018-10-03 |
| MO | RA | APPROVED | 2018-07-12 |
| VA | RA | APPROVED | 2018-05-03 |
| VT | RA | APPROVED | 2017-11-30 |
| KY | RA | APPROVED | 2017-11-20 |
| PA | RA | APPROVED | 2017-11-06 |
| SC | RA | APPROVED | 2017-11-02 |
| OR | RA | APPROVED | 2017-01-09 |
| UT | RA | APPROVED | 2013-07-11 |
| WA | RA | APPROVED | 2012-10-02 |
| MA | RA | APPROVED | 2012-04-17 |
| MS | RA | APPROVED | 2012-03-16 |
| NC | RA | APPROVED | 2012-01-30 |
| AL | RA | APPROVED | 2012-01-24 |
| MI | RA | APPROVED | 2011-08-18 |
| GA | RA | APPROVED | 2011-01-06 |
| FL | RA | APPROVED | 2008-01-17 |
Branch Locations
397 Palm Coast Parkway Sw Suite #301, Palm Coast, FL 32164 • United States
2100 Fleischmann Road, Tallahassee, FL 32308 • 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 |
|---|---|---|---|---|
| Tallahassee Lions Club | Tallahassee | FL | 07/2002 | Present |
| Centaurus Financial, Inc. | Orange | CA | 07/2007 | Present |
ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 45110 CLUB DRIVE, INDIAN WELLS, CA 92210, PROSPECTING TO CLIENTS TO EXPLAIN OR EDUCATE THEM ON DEFERRED SALES TRUST STRATEGY, MEMBER, SINCE 11/1/2016. FIRST FRANKLIN ADVISORS, LLC DBA TALLAHASSEE ECONOMIC INDEX, NON-INVESTMENT RELATED, 2528 BARRINGTON CIRCLE, SUITE #1, TALLAHASSEE, FL 32308, RUN, MANAGE, OVERSEE AND MAINTAIN A LOCAL COMMUNITY RESEARCH PROJECT TO CREATE A LOCAL ECONOMIC INDEX THAT GAUGES BUSINESS ACTIVITY IN OUR COMMUNITY, OWNER, SINCE 5/1/2013, DEVOTED TIME IS 10 HRS A MONTH, OVERSEE THE DATA ENTRY INTO THE INDEX, TAKE A LOOK AT THE FINAL PRODUCT. DBA FIRST FRANKLIN FINANCIAL SERVICES, MANAGER, 2528 BARRINGOTN CIRCLE, #1, TALLAHASSEE, FL 32308, BRANDING PURPOSES ONLY, DEVOTED TIME IS 160 HRS A MONTH, NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-12 |
Reach out to this advisor