Best Investors
Account
Sign in
Best Investors
Account
Sign in
501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-12-11 |
| TX | RA | APPROVED_RES | 2015-12-08 |
Branch Locations
140 Royal Palm Way Suite 204, Palm Beach, FL 33480 • 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 |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Palm Beach | FL | 10/2015 | Present |
1. Opportunity Inc. of Palm Beach County DBA Opportunity Early Learning and Family Center; 1713 Quail Drive West Palm Beach FL 33409; Pre-school for working families; An authorized signer on the opearating accounts but NOT the investment accounts. He assits with guiding the investments; Chariman of the Board of Directors; oversees the Board and various committees; affiliation started 10/17/2009; 10 hours per week; during securities trading hours; not investment related. 2. PTCC PARTNERS; 128 EAST LAKEWOOD ROAD WEST PALM BEACH FL 33405; INVESTMENT IN OIL AND GAS WELL IN ALABAMA. 1% OWNERSHIP; AFFILIATION STARTED 05/28/2014; 0 HORUS PER DAY; NOT DURING SECURITIES TRADING HOURS; NOT INVESTMENT-RELATED. 3. The Tuscawilla Club; 2649 Electronics Way West Palm Beach, FL 33407; Social / Lunch Club; I am a Board Member and will be President in 2026; Attend monthly meetings; 04/15/2025; 1hr/mth; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-20 |
Reach out to this advisor