Best Investors
Account
Sign in
Client 1St Advisory Group CRD 167790
$511M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
963 Highland Avenue, Dunedin, FL 34698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Client 1St Advisors | Clearwater | FL | 06/2006 | Present |
1. CLIENT 1ST ADVISORS ADDRESS: 611 DRUID ROAD E. SUITE 707 CLEARWATER, FL 33756 NATURE OF BUSINESS: RIA POSITION: ADVISOR, COO TITLE: ADVISOR DUTIES: ADVISORY SERVICES WHEN YOU STARTED OBA: 2006 TOTAL HOURS DEVOTED TO OBA: 30/WEEK HOURS DEVOTED DURING TRADING HOURS: 30/WEEK 2. MiDaMo LLC, Partner, real estate company,owner, the business owns and manage property for rental purposes. The address is 963 Highland Ave, Dunedin, FL 34698. The company was started in 6/2025. This requires less than 1 hour a month. 3. DGS Capital Solutions LLC, a holdings company, not investment-related, Owner/CEO, start date 01/01/2024, no time spent during securities trading hours, passive income generated from distributions onC1AG shares.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-25 |
Reach out to this advisor