Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-18 |
Branch Locations
3010 3Rd Street South Suite A, Jacksonville Beac, FL 32250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Physicians Advantage | Jacksonville | FL | 06/2002 | Present |
| First Allied Securities, Inc. | San Diego | CA | 11/2007 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2025 |
| Cetera Advisors Llc | Ponte Vedra Beach | FL | 09/2022 | 11/2025 |
| Commonwealth Financial Network | Waltham | MA | 11/2025 | Present |
| Caduceus Consulting | Jacksonville Beach | FL | 11/2025 | Present |
1. Fixed Legal Defense insurance sales; as of 06/27/2025; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Fixed insurance sales; as of 06/27/2025; 20% of time spent during business hours; Conducted at branch location; Investment related. 3. Co-Owner, Caduceus Consulting Enterprise, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 06/27/2025; 25% time spent during business hours; Conducted at branch; Investment related. 4. Co-owner, Florida Health Professionals Legal Expense Insurance, Inc.; providing legal defense insurance; as of 06/27/2025; 10% of time spent during business hours; Conducted at branch location; Investment related. 5. Co-owner, The NeuroGenesis Project, Inc.; entity involving medical practice; Located at 1191 Charlie Smith Sr. Hwy, Suite F, St. Marys, GA 31558; as of 06/27/2025; 0% of time spent during business hours; Not Conducted at branch; Not Investment related. 6. Co-owner, Doctor Media Group, LLC; entity involved in medical digital media; Located at 3010 3rd St South, Suite C, Jacksonville Beach, FL; as of 06/27/2025; 10% of time spent during business hours; Not Conducted at branch; Not Investment related. 7. Co-Owner, 3010 South 3rd Street LLC; an entity created for the purpose of buying and managing commercial real estate, as of 06/27/2025; 5% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-02-18 |
Reach out to this advisor