Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-11 |
Branch Locations
4901 International Parkway Suite 1021, Sanford, FL 32771 • United States
941 W. Morse Blvd., Suite 100, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A.P. Accounting & Tax Services, P.L. | Sanford | FL | 05/2011 | Present |
| Avantax Investment Services, Inc. | Sanford | FL | 08/2011 | 09/2025 |
| Key'S Liquor, Inc. | Umatilla | FL | 01/2008 | Present |
| Avantax Advisory Services | Sanford | FL | 12/2011 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Sanford | FL | 09/2025 | Present |
1) A.P. Accounting & Tax Services, P.L~'NIR'~6149 Hedgesparrows Lane~Sanford~FL~32771~Tax Preparation/Accounting~Owner/Sole Proprietor~5/1/2011~160hrs~130hrs~Provide accounting & tax preparation services for clients 2) ASP Real Estate Holdings Trust, LLC~'NIR'~4907 International Parkway Suite 1061~Sanford~FL~32771~Rental Property Owner/Management~Partner/General Partner~11/1/2013~3hrs~0hrs~This LLC holds title to my office building. No investment related activity is transacted in this LLC. My role is to prepare the monthly accounting, financial statements and annual tax returns for the entity. Additionally, I will prepare annual reports
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-12-06 |
Reach out to this advisor