Best Investors
Account
Sign in
Tampa, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-21 |
| TX | RA | APPROVED_RES | 2021-10-13 |
| WA | RA | APPROVED | 2020-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual | Coral Gables | FL | 07/2016 | 10/2016 |
| Insurawealth | Tampa | FL | 10/2016 | Present |
Parkbo, LLC 3615 West Leona St. Tampa, FL 33629 Nature: Fintech (non-advisory) Position/Title: Founder Relationship to InsuraWealth: Same owners. Start date: April 1st, 2020 Approx number of hours per week: 20 Approx number of hours per during securities trading hours: 0 Duties: Owner and founder of Parkbo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-04 |
Reach out to this advisor