Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-30 |
Branch Locations
301 East Pine Street 10Th Floor, Orlando, FL 32801 • United States
5900 N Andrews Ave 2Nd Floor, Fort Lauderdale, FL 33309 • 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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 09/2010 | 10/2018 |
| Tiaa | Charlotte | NC | 09/2010 | 10/2018 |
| Cambridge Investment Research Inc. | Fairfield | IA | 10/2018 | 03/2020 |
| Ifp Securities, Llc | Tampa | FL | 09/2020 | 07/2021 |
| Independent Financial Partners | Tampa | FL | 09/2020 | 07/2021 |
| Citi | Tampa | FL | 03/2020 | 06/2020 |
| Truist Investment Services, Inc. | Tampa | FL | 07/2021 | 08/2022 |
| Truist Advisory Services, Inc. | Tampa | FL | 07/2021 | 08/2022 |
| Truist Investment Services, Inc. | Tampa | FL | 08/2022 | 03/2025 |
| Truist Advisory Services, Inc. | Tampa | FL | 08/2022 | 03/2025 |
| Td Bank N.A. | Orlando | FL | 03/2025 | Present |
| Td Private Client Wealth Llc | Orlando | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-22 |
Reach out to this advisor