Best Investors
Account
Sign in
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 | 2026-07-13 |
Branch Locations
1 S Federal Highway, Boca Raton, FL 33432 • United States
100 Ne Third Ave Suite 900, Ft. Lauderdale, FL 33301 • United States
155 E Blue Heron Blvd, Riviera Beach, FL 33404 • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-08 |
| FL | RA | APPROVED | 2025-04-28 |
Branch Locations
1 Federal Hwy, Boca Raton, FL 33432 • United States
100 Ne 3Rd Ave Ste 900, Ft Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boca Raton | FL | 09/2015 | 10/2018 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 09/2015 | 10/2018 |
| Rbc Capital Markets, Llc. | West Palm Beach | FL | 10/2018 | 01/2020 |
| Jp Morgan Securities, Llc | Pompano Beach | FL | 02/2020 | 04/2025 |
| Jp Morgan Chase Bank, N.A. | Pompano Beach | FL | 02/2020 | 04/2025 |
| Total Wine And More | Deerfield | FL | 09/2019 | 12/2019 |
| Ameriprise Financial Services, Llc | Fort Lauderdale | FL | 04/2025 | Present |
| Fifth Third Securities | Boca Raton | FL | 07/2026 | Present |
Outside Employment; Comerica; Financial Advisor; Financial Advisor; 1 Federal Highway, , Boca Raton, FL, 33432; Investment-Related; 04/25/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-12 |
Reach out to this advisor