Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-29 |
Branch Locations
13919 Carrollwood Village Run, Tampa, FL 33618 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Englewood | CO | 10/2012 | 08/2018 |
| Jpmorgan Chase Bank, N.A | Littleton | CO | 08/2018 | 08/2018 |
| Jp Morgan Securities Llc | Littleton | CO | 08/2018 | 10/2019 |
| Lpl Financial, Llc | Tampa | FL | 10/2019 | 08/2024 |
| Householder Group Estate & Retirement Specialists | Inverness | FL | 10/2019 | 10/2020 |
| Journey Strategic Wealth | Tampa | FL | 08/2024 | 03/2026 |
| Hightower | Chicago | IL | 04/2026 | Present |
MDL Wealth Management - Investment Related - At 13919 Carrollwood Village Run, Tampa, FL 33618 - Wealth Management - Wealth Advisor - Started 10/15/2020 - 160 Hours Per Month During Securities Trading - Wealth Management/Financial Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-26 |
Reach out to this advisor