Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-10 |
| TX | RA | APPROVED | 2026-04-09 |
Branch Locations
26811 S Bay Drive Suite 350 Fl 3, Bonita Springs , FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Co | Naples | FL | 07/2015 | 03/2021 |
| Wells Fargo Clearing Services, Llc. | Naples | FL | 03/2021 | 04/2026 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 04/2026 | Present |
RENTAL PROPERTY, INVT RELATED, NAPLES, FL, 100% OWNERSHIP, START DATE 1/1/2018, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF PROPERTY.; RENTAL PROPERTY, INVT RELATED, NAPLES, FL, 100% OWNERSHIP, START DATE 1/1/2010, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF PROPERTY.; SEABREEZE INVESTORS, LLC, INVT RELATED, NAPLES, FL, 50% OWNERSHIP, START DATE 2/4/2023, 1 HR PER MONTH, 0 HRS DURING TRADING, COMMERCIAL OFFICE SPACE.; TRUSTEE FOR AUNT, INV RELATED, NAPLES, FL, START: 6/15/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; POWER OF ATTORNEY FOR AUNT, INV RELATED, NAPLES, FL, START: 6/21/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; PERSONAL REPRESENTATIVE FOR AUNT; INVESTMENT RELATED; NAPLES, FL; PERSONAL REPRESENTATIVE; 09/12/2024; 6 HOURS PER MONTH; NO HOURS DURING TRADING HOURS; EXECUTOR/CO-EXECUTOR/PERSONAL REPRESENTATIVE | PERSONAL REPRESENTATIVE FOR AUNT'S ESTATE; INV REALTED; NAPLES, FL; FIDUCIARY FEES; 10/2024; 7 HOURS PER MONTH; 0 DURING TRADING; PAYING BILLS, SELLING HOUSE, AND CLOSING ESTATE TMG GROUP MANAGEMENT LLC ; INV RELATED;BONITA SPRINGS,FL; WEALTH MANAGEMENT FIRM ;1% OWNERSHIP; START DATE: 03/20/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-21 |
Reach out to this advisor