Best Investors
Account
Sign in
Best Investors
Account
Sign in
2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-10-23 |
| FL | RA | APPROVED | 2006-09-18 |
Branch Locations
1000 Se Monterey Commons Blvd Ste 101, Stuart, FL 34996 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbk Sorce Advisory Llc | Stuart | FL | 08/2006 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2009 | 12/2020 |
(1)HILL BARTH & KING LLC; NOT INVESTMENT RELATED; 1000 SE MONTEREY COMMONS BLVD., SUITE 101, STUART, FL 34996; PUBLIC ACCOUNTING; CPA; 09/2004; 10 HRS/MO; 10 HRS/MO DURING TRADING; TAX ACCOUNTING (2) MARTIN COUNTY GATOR CLUB; NOT INVESTMENT RELATED. 1000 SE MONTEREY BLVD, SUITE 101, STUART, FL 34996. NON-PROFIT TO RAISE MONEY FOR SCHOLARSHIPS. TREASURER. 07/2017; 2 HRS/MO 0 HRS/MO DURING TRADING; TREASURER (3) MARTIN COUNTY HEALTHY START; NOT INVESTMENT RELATED. 101 SE CENTRAL PARKWAY STUART, FL 34994; NON-PROFIT; BOARD MEMBER; 06/2016. 1 HRS/MO 0 HRS/MO TRADING HOURS; BOARD MEMBER (4) MARTIN INTERAGENCY; NOT INVESTMENT RELATED; 1000 SE MONTEREY COMMONS BLVD., SUITE 101, STUART, FL 34996; EMERGENCY PLANNING GROUP; DIRECTOR; 01/2005; 1 HRS/MO 0 HRS/MO DURING TRADING; ENSURE ALL ANNUAL FILINGS ARE COMPLETE, SHOP E&O INSURANCE, AND MONITOR BILL PAY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-01 |
Reach out to this advisor