Best Investors
Account
Sign in
Best Investors
Account
Sign in
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-06-12 |
Branch Locations
800 N. Magnolia Ave Ste 1825, Orlando, FL 32803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Winter Park | FL | 05/2013 | 05/2019 |
| Independent Financial Partners | Winter Park | FL | 05/2013 | Present |
| Ifp Securities, Llc | Winter Park | FL | 05/2019 | Present |
(1) 05/09/2013 - KB Manson Real Estate - NOT INV REL - Family Business - 2% TIME SPENT - Director (2) 5/1/19 - MPC Wealth - Investment Related - at reported business location - RIA DBA - 90% time spent. (3) 5/1/19 - MPC Wealth - Non variable insurance - 5% time spent. (4) Seminole County Industrial Development Authority; Non-Profit 501(c)(3); 1055 AAA Dr #145, Lake Mary, FL 32746; Board Member; Review projects and either approve or deny the project to be allowed to issue revenue bonds through the county; Start 1/1/2018; .25 hr/mo, 0 hours during trading. (5) FORTIV - investment related - 800 N Magnolia Avenue, Suite 1825, Orlando, FL 32803 - DBA - Consultant - start date 8/4/2024 - 120 hrs/month - 120 hrs during trading - Provide financial planning and investment advice for clients and prospects.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-24 |
Reach out to this advisor