Best Investors
Account
Sign in
Best Investors
Account
Sign in
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-01-05 |
Branch Locations
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
4115 W. Spruce Street Suite 208, Tampa, FL 33607 • 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 |
|---|---|---|---|---|
| Self Employed | Tampa | FL | 05/2009 | Present |
| First Cardinal Financial Services | Tampa | FL | 02/2008 | Present |
| Royal Fund Management, Llc | The Villages | FL | 11/2014 | Present |
1) 02/2008: FIRST CARDINAL FINANCIAL SERVICES: PRESIDENT; 4115 WEST SPRUCE STREET, TAMPA, FL, 33607; INSURANCE PRODUCTS SUCH AS LIFE INS, ANNUITIES, MEDICARE AND HEALTH INSURANCE; APPROX. 160 HOURS PER MONTH; 8 HOURS DURING TRADING HOURS; ALL DAY-TO-DAY ACTIVITIES. 2) 2/2012 WE ROLL LLC; SILENT PARTNER; NON INVESTMENT RELATED; 2339 TAMIAMI TRAIL EAST, NAPLES, FL 34112; SELL TOBACCO PRODUCTS; ATTEND ANNUAL MEETING AND GIVE FEEDBACK, ATTEND CONF. CALLS AS NEEDED, 1% OF PROFESSIONAL TIME
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-12 |
Reach out to this advisor