Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-08-24 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
12500 S Tamiami Trail, Fort Myers, FL 33907 • United States
Estero, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hub International Investment Services, Inc. | Fort Myers | FL | 01/2021 | Present |
| Leading Edge Retirement Plan Advisors, A Division Of Hub Intl | Fort Myers | FL | 11/2020 | Present |
| Kestra Investment Services, Llc | Fort Myers | FL | 08/2016 | Present |
Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Advisor Start Date: 7/18/2016 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Sales and client consulting Business Name: Property Brothers FL, LLC Investment Related: No Address: 21119 Palese Drive Estero FL 33928 Nature of Business: Real Estate Position, Title or Relationship: 50% Partner Start Date: 9/20/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Consider purchases and procure renovation Business Name: ORANGE BLOSSOM EQUITY PARTNERS, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2022 0ADDRESS: 21119 Palese Dr, Estero FL 33928 DESCRIPTION: Purchase of passive income through rental properties and occasional sale of properties. Business Name: HUB INTERNATIONAL POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2020 ADDRESS: 12500 South Tamiami Trail, Fort Myers FL 33907 DESCRIPTION: Client Advisor for Employee Benefits, Retirement Plans, and Individual Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-29 |
Reach out to this advisor