Best Investors
Account
Sign in
Best Investors
Account
Sign in
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-08-03 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
2946 Hickory Grove Drive, Valrico, FL 33596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Valrico | FL | 06/2012 | 05/2019 |
| Independent Financial Partners | Valrico | FL | 07/2012 | Present |
| Ifp Securities, Llc | Valrico | FL | 05/2019 | Present |
(1) RadiantVest - DBA; Investment Related; 2946 Hickory Grove Dr, Valrico, FL 33596; Advising clients on portfolio management, retirement income planning, budget analysis, wealth transfer strategies, risk management and ongoing financial planning. (2) JerryTalksFinance – investment related – 3030 N Rocky Point Drive West, Suite 700, Tampa, FL 33607 – financial education and prospecting content – owner – start date Nov 5, 2025 – 62 hours/month (8 during trading hours) – creates, edits, and publishes evergreen educational content on YouTube for long-term prospecting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-15 |
Reach out to this advisor