Best Investors
Account
Sign in
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-14 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
1177 Louisiana Ave Suite 109, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomas Blake Cpa, Llc | Winter Park | FL | 07/1997 | Present |
| Ameriprise Financial Services, Inc. | Orlando | FL | 03/2016 | 10/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2019 | 03/2024 |
| Gradient Advisors, Llc | Arden Hills | MN | 05/2024 | Present |
1. Financial Educators, LLC dba for Gradient Advisors, LLC |Investment Related | 1177 Louisiana Ave Suite 109 Winter Park FL 32789 |Financial Planning | Owner | Investment Advisor Representative | 05/2024 | 40hrs/mo | 40hrs/mo during trading| Insurance & Advisory Services 2. Pride Wealth, LLC dba for Gradient Advisors, LLC |Investment Related | 1177 Louisiana Ave Suite 109 Winter Park FL 32789 |Financial Planning | Owner | Investment Advisor Representative | 03/2026 | 40hrs/mo | 40hrs/mo during trading| Insurance & Advisory Services 3. Thomas Blake CPA, LLC | Investment Related | 1177 Louisiana Ave Suite 109 Winter Park FL 32789 |CPA Firm | Owner | CPA | 07/1997 | 80hrs/mo | 80hrs/mo during trading | Financial Planning 4. 407 REALTY GROUP LLC | Investment Related | Altamonte Spring FL 32714 | Real Estate | Broker | 02/2004 | 0hrs/mo during trading |Hours as needed | Real Estate Referrals 5. Blake Insurance Brokerage | Investment Related | Altamonte Spring FL 32714 | Accounting | Sole member | President | 04/2024 | 5hrs per month outside of trading | Personal Accounting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-23 |
Reach out to this advisor