Best Investors
Account
Sign in
13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-10 |
| FL | RA | APPROVED | 2019-02-11 |
Branch Locations
13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Financial Services | Tampa | FL | 08/2015 | 01/2018 |
| Principal Life Insurance Company | Tampa | FL | 08/2015 | 01/2018 |
| Lpl Financial Llc | Tampa | FL | 02/2018 | Present |
| Psi Advisors, Llc | Tampa | FL | 03/2018 | Present |
1) 2/28/18- Mark Scheidter & Associates- DBA for LPL Business (entity for LPL business)- Inv. Related- Tampa, FL- 100% 2 )2/28/18- Crump Insurance- Non-Variable Insurance- Agent for Fixed life insurance, fixed annuity, disability, Long term care- Tampa, FL- 10% 3) 2/28/18- Principal Financial Group- Non-Variable Insurance- Agent for Fixed life insurance, fixed annuity and disability - Tampa, FL - 20% 4) 03/13/2018 - PSI Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 2/28/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services thru PSI Advisors, LLC, an independent investment advisor firm. I started this business activity in March 2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 10/23/2018 - Ash Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:09/17/2018 - 5 Hours Per Month/1 Hours During Trading - fixed insurance. 6) 6/21/2019 - Alton K. Cates, Jr., CPA PA - Not Investment Related - At Reported Business Location(s) - Other-Referrals - Started 05/08/2019 - This business is located in the same building, occasionally refer a client. 7) 08/18/2022 - Pinnacle Insurance & Financial Services, LLC - Investment Related - At Reported Business Location(s) - Broker - Start Date - 05/13/2022 - 4 Hours Per Month/1 Hours During Securities Trading. 8) 07/11/2024 - INERTIA Advisor Services Group - Non-Variable Insurance - Broker - Investment Related - At Reported Business Location(s) - Start Date 07/10/2024 - 20 Hours Per Month/ 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-25 |
Reach out to this advisor