Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-17 |
Branch Locations
155 Corridor Rd, Ponte Vedra Beach, FL 32082 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Coast | FL | 02/2015 | 02/2017 |
| Merrill Lynch, Pierce, Fenner, And Smith Inc | Palm Coast | FL | 01/2015 | 02/2017 |
| Fifth Third Securities | Jacksonville | FL | 04/2017 | 09/2020 |
| Upward Sports | Palm Coast | FL | 01/2019 | 05/2023 |
| Bbva Securities, Inc. | Point Vedra Beach | FL | 09/2020 | 10/2021 |
| Bbva Insurance Agency, Inc. | Austin | TX | 09/2020 | 10/2021 |
| Bbva, Usa | Birmingham | AL | 09/2020 | 10/2021 |
| Bbva Wealth Solutions Inc. | Ponte Vedra Beach | FL | 10/2020 | 10/2021 |
| Pnc Investments Llc | Ponte Vedra Beach | FL | 09/2025 | Present |
| Pnc Bank Na | Ponte Vedra Beach | FL | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-22 |
Reach out to this advisor