Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-13 |
| FL | RA | APPROVED | 2022-11-17 |
| GA | RA | APPROVED | 2022-09-21 |
Branch Locations
4502 E Hwy 20 Suite B, Niceville, FL 32578-9755 • United States
Destin, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2012 | 01/2021 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2012 | 01/2021 |
| Sa Stone Wealth Management, Inc. | Santa Rosa | FL | 05/2021 | 09/2022 |
| Sa Stone Investment Advisors, Inc. | Santa Rosa | FL | 05/2021 | 09/2022 |
| Unemployed | Jacksonville | FL | 02/2021 | 04/2021 |
| Ameriprise Financial Services, Llc | Atlanta | GA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-28 |
Reach out to this advisor