Best Investors
Account
Sign in
Best Investors
Account
Sign in
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-04-10 |
Branch Locations
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
3600 Nw 43Rd Suite D-1, Gainesville, FL 32606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Gainesville | FL | 11/2007 | 03/2018 |
| Retirement Wealth Advisors | Gainesville | FL | 08/2018 | 04/2019 |
| Insurance Agent | Gainesville | FL | 04/2018 | Present |
| Peak Brokerage Services, Llc | Jupiter | FL | 01/2019 | Present |
| Blackridge Asset Management, Llc | Jupiter | FL | 04/2019 | Present |
1) Blackridge Asset Management; IAR; Financial Advisor; Financial Advising; Start Date: 4.8.19; Approx Number Of Hours Spent On Activity Per Month:40; Approx Number Of Hours Spent On Activity Per Month During Trading Hours: 40 2) Insurance Agent; Insurance & Fixed Business; Financial Advisor; Medicare Assistance; Fixed/Indexed; Financial Planning; Life Insurance; Start Date: 4.6.19; Approx Number Of Hours Spent On Activity Per Month: 20; Approx Number Of Hours Spent On Activity Per Month During Trading Hours 3) Peaceful Legacy Planning; DBA; CEO; Broker Dealer Business; Agent; Start Date: 1.28.19; Approx Number Of Hours Spent On Activity Per Month: 40; Approx Number Of Hours Spent On Activity Per Month During Trading Hours: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-31 |
Reach out to this advisor