Best Investors
Account
Sign in
877 Executive Center Drive West Suite 100, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-06-10 |
Branch Locations
877 Executive Center Drive West Suite 100, St. Petersburg, FL 33702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagace Wealth Management Llc | St. Petersburg | FL | 05/2020 | Present |
| Sbf, Llc | St. Petersburg | FL | 01/2016 | 07/2024 |
| Sorren, Inc, | St. Petersburg | FL | 07/2024 | Present |
1. WGS II CPA, LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: Manager, 1 hour per week, started 11/13/15, Duties: holding company for ownership interest in Accounting Platform Holdings, LLC 2. 16th Floor LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: Member, member 0 hours per week, started 01/01/2022, Duties: No activity 3. SBF Investments I, LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, 0 hours per week, started 07/19/21, Duties: Holding company for bank stock no other activity 4. Sorren, Inc, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: Manager, 40 hours per week, started 8/19/15, Duties: Full service CPA firm 5. Bayview Insurance Solutions, LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: Member, 0 hours per week, Start: 12/21/11, Duties: Passive partner in an insurance brokerage business 6. SBFH Investments LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: member, 0 hours per week, start: 06/01/2023, Duties: holding company for ownership interest in Sagace Wealth Management, LLC. 7. El Cap Op Co, LLC, 262 4th Ave. N., St. Petersburg, FL 33701, nature of business/duties = passive minority owner for restaurant, start date = 01/01/2024, investment related = no, hours per week = 0. 8. El Cap Prop Co, LLC, 262 4th Ave. N., St. Petersburg, FL 33701, nature of business/duties = passive minority owner in real estate, start date = 01/01/2024, investment related = no, hours per week = 0. 9. ROOPS HOLDINGS, LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, nature of business/duties= holding company for real estate development, start date= 8/1/2025, 1 hours/week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
Reach out to this advisor