Best Investors
Account
Sign in
12798 Forest Hill Blvd Suite 205B, Wellington, FL 33414 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-13 |
| FL | RA | APPROVED | 2025-01-03 |
Branch Locations
12798 Forest Hill Blvd Suite 205B, Wellington, FL 33414 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 05/2006 | 01/2017 |
| Primerica Financial Services | Palm Beach Gardens | FL | 02/2017 | 02/2018 |
| Pfs Investments Inc. | Palm Beach Gardens | FL | 02/2017 | 02/2018 |
| National Securities Corp | Jupiter | FL | 04/2018 | 12/2018 |
| National Asset Management | Jupiter | FL | 04/2018 | 12/2018 |
| Dunamis Capital Consulting, Llc | Wellington | FL | 08/2018 | Present |
| Dunamis Capital Consulting, Llc | Wellington | FL | 07/2019 | Present |
| Dunamis Management Associates | Wellington | FL | 01/2021 | Present |
| Dunamis Insurance Solutions | Wellington | FL | 01/2019 | Present |
Independent Licensed Insurance Agent since 01/2019, I spend approximately 20 hours per month and 1 hour during the trading day managing the business of Dunamis Insurance Solutions as an Independent Licensed Agent. Owner Operator of Dunamis Management Associates since 2021, I spend approximately 20 hours per month and 1 hour during the trading day on business associated with Dunamis Management Associates and Non-Investment related business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-13 |
Reach out to this advisor