Best Investors
Account
Sign in
10425 S. 82Nd East Avenue Suite 110, Tulsa, OK 74133 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-24 |
Branch Locations
10425 S. 82Nd East Avenue Suite 110, Tulsa, OK 74133 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Tampa | FL | 05/2007 | 08/2021 |
| Kestra Investment Services, Llc | Tampa | FL | 08/2021 | 09/2023 |
| Kestra Advisory Services, Llc | Tampa | FL | 08/2021 | 09/2023 |
| Willis Towers Watson Securities, Llc | New York | NY | 12/2022 | 01/2024 |
| Foreside Fund Services, Llc | Tampa | FL | 03/2024 | 04/2026 |
| Towers Watson Investment Services, Inc. | Tampa | FL | 11/2024 | 03/2026 |
| Relation Wealth Management, Inc. | Tampa | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-09 |
Reach out to this advisor