Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Federal Street 19Th Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-25 |
| CO | RA | APPROVED | 2025-11-07 |
| CT | RA | APPROVED | 2025-05-30 |
| MD | RA | APPROVED | 2025-05-28 |
| TX | RA | APPROVED_RES | 2025-05-04 |
| CA | RA | APPROVED | 2025-04-15 |
| NC | RA | APPROVED | 2025-01-21 |
| GA | RA | APPROVED | 2023-08-07 |
| IL | RA | APPROVED | 2023-08-07 |
| MT | RA | APPROVED | 2023-08-01 |
| NJ | RA | APPROVED | 2023-08-01 |
| NY | RA | APPROVED | 2023-08-01 |
| OH | RA | APPROVED | 2023-08-01 |
| WI | RA | APPROVED | 2023-08-01 |
| FL | RA | APPROVED | 2023-07-05 |
Branch Locations
Ponte Vedra, FL • United States
999 Vanderbilt Beach Road Suite 102, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbor View Advisors | Ponte Vedra Beach | FL | 08/2019 | 03/2020 |
| Us Navy | Jacksonville | FL | 03/2013 | 03/2017 |
| Us Navy | Oak Harbor | WA | 03/2017 | 08/2019 |
| Aspen Group, Inc. | Ponte Vedra | FL | 03/2020 | 10/2020 |
| Aviance Capital Partners Llc | Naples | FL | 10/2020 | 06/2023 |
| Moors Cabot Inc | Naples | FL | 06/2023 | Present |
CASSIE COTRONEO PHOTOGRAPHY; NOT INVESTMENT-RELATED; 310 CAPTIVA DRIVE, PONTE VEDRA, FL 32081; PHOTOGRAPHY SERVICES; REGISTERED AGENT; STARTED 11/2019; ONE HOUR PER MONTH, NONE DURING SECURITIES TRADING HOURS; MANAGING ANNUAL LEGAL AND TAX REPORTING REQUIREMENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-20 |
| S65 | Uniform Investment Adviser Law Examination | 2020-11-23 |
Reach out to this advisor