Best Investors
Account
Sign in
Best Investors
Account
Sign in
3112 St. Johns Bluff Road South, Jacksonville, FL 32246-3712 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2007-08-31 |
| FL | RA | APPROVED | 2007-06-21 |
Branch Locations
3112 St. Johns Bluff Road South, Jacksonville, FL 32246-3712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Jacksonville | FL | 06/2000 | 11/2018 |
| Allegiance Financial Advisors, Inc. | Jacksonville | FL | 01/2015 | Present |
| Osaic Wealth, Inc. | Jacksonville | FL | 11/2018 | Present |
1.- ALLEGIANCE FINANCIAL ADVISORS, INC. POSITION: Chief Compliance Officer NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/26/2007 ADDRESS: 3112 St. Johns Bluff Rd. S., Jacksonville FL 32246, United States DESCRIPTION: Compliance and Operational/Admin Duties only. No clients. 2.- DP BROKERAGE, INC. POSITION: Secretary/Treasurer NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2009 ADDRESS: 3112 St. Johns Bluff Rd S, Jacksonville FL 32246, United States DESCRIPTION: Secretary/Treasurer for corporation, take notes during annual meeting. 3.- DELLA PORTA AGENCY, LLC POSITION: Secretary/Treasurer NATURE: LLC/Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2009 ADDRESS: 3112 St. Johns Bluff Rd S, Jacksonville FL 32246, United States DESCRIPTION: Secretary/Treasurer clerical duties, take note at annual meeting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-04 |
Reach out to this advisor