Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED_RES | 2025-06-23 |
Branch Locations
100 Rialto Place 926 9Th Fl, Melbourne, FL 32901 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Satellite Beach | FL | 03/2012 | 06/2025 |
| Wells Fargo Advisors Financial Network, Llc | Melbourne | FL | 06/2025 | Present |
| Space Coast Credit Union | Melbourne | FL | 06/2008 | 08/2019 |
(1) 10/17/2016: Bank-It S Corp - Business Owner - Not Investment Related - 354 Point Lobos Dr, Satellite Beach, FL 32937 - Start 09/06/2016 - 0 Hr/Mo - Sole Proprietor (2) 08/22/2019 - Marvel Wealth Management - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:08/13/2019 - 40 hrs/mo - 15 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-12 |
Reach out to this advisor