Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-07 |
| FL | RA | APPROVED | 2023-08-08 |
Branch Locations
2400 East Commerical Blvd Suite 820, Fort Lauderdale, FL 33308 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Ft. Lauderdale | FL | 05/2008 | 10/2017 |
| Morgan Stanley | Ft. Lauderdale | FL | 06/2009 | 11/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2017 |
| Wells Fargo Advisors Financial Network, Llc | Fort Lauderdale | FL | 11/2017 | 08/2023 |
| Concurrent Investment Advisors Llc Dba Tidwell-Premock_Basilone | Fort Lauderdale | FL | 08/2023 | Present |
| Tidwell-Premock-Basilone Private Wealth Management | Fort Lauderdale | FL | 11/2017 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2023 | Present |
1. Concurrent Investment Advisors LLC d/b/a Tidwell-Premock-Basilone Private Wealth Management. Investment Related. At Registered Location. RIA. IAR/Financial Advisor. 8/2023. 160 hrs/month all during trading hours. Provide investment advice to clients. 2. Tidwell Premock Basilone Private Wealth Management Holdings, LLC; Investment Related Yes. At Registered Location. Support Company Owner. 11/2023. Less than 1% of time monthly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-01-12 |
Reach out to this advisor