Best Investors
Account
Sign in
Best Investors
Account
Sign in
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-26 |
Branch Locations
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
2502 N. Rocky Point Drive Suite 675, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Armed Services | Washington | DC | 10/2014 | 08/2018 |
| University Of South Florida | Tampa | FL | 08/2018 | 12/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2018 | 11/2019 |
| Northwestern Mutual Investment Services Llc | Tampa | FL | 03/2019 | 11/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 03/2020 | 08/2021 |
| Bank Of America, N.A. | Tampa | FL | 04/2020 | 08/2021 |
| Fisher Investments | Tampa | FL | 11/2021 | 10/2023 |
| Capital Investment Advisors | Tampa | FL | 10/2023 | Present |
Independent contract work doing VBA programming; Not investment related; Started 4/2024; Approximate number of hours per month: Up to 20 hours per week; Number of hours during trading securities hours: 0; Duties: Programming projects, specifically working with Excel and VBA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-26 |
Reach out to this advisor