Best Investors
Account
Sign in
Best Investors
Account
Sign in
711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-15 |
| FL | RA | APPROVED | 2023-04-18 |
Branch Locations
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 |
|---|---|---|---|---|
| T. Rowe Price | Tampa | FL | 03/2015 | 07/2018 |
| Nationwide Investment Services Corp | Columbus | OH | 07/2018 | 05/2022 |
| Fidelity Investments | Altamonte Springs | FL | 07/2022 | 03/2023 |
| Principal Life Insurance Company | Windermere | FL | 03/2023 | Present |
| Principal Securities, Inc. | Windermere | FL | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-11 |
Reach out to this advisor