Best Investors
Account
Sign in
34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-15 |
Branch Locations
7770 66Th St. North, Pinellas Park, FL 33781 • United States
2201 66Th St. N, St. Petersburg, FL 33710 • United States
13361 49Th Street North, Clearwater, FL 33762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carillon Tower Advisers, Inc. | St. Petersburg | FL | 10/2008 | 12/2022 |
| Suncoast Credit Union | Tampa | FL | 12/2022 | 08/2025 |
| Fifth Third Bank | St Petersburg | FL | 08/2025 | Present |
| Fifth Third Securities | St Petersburg | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-30 |
Reach out to this advisor