Best Investors
Account
Sign in
Best Investors
Account
Sign in
4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-15 |
| FL | RA | APPROVED | 2025-10-14 |
Branch Locations
4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
Orlando, FL • United States
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 |
|---|---|---|---|---|
| Suntrust Bank | Orlando | FL | 01/2014 | 11/2016 |
| Suntrust Investment Services, Inc | Atlanta | GA | 09/2015 | 11/2016 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 06/2021 |
| Suntrust Investment Services,Inc. | Atlanta | GA | 11/2016 | 06/2021 |
| Fidelity Investments | Orlando | FL | 08/2021 | 09/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 09/2025 |
| Gradient Securities, Llc | Arden Hills | MN | 10/2025 | Present |
1. MONOPOLIZE FINANCIAL WEALTH; INVESTMENT RELATED; 12509 BOHANNON BLVD, ORLANDO, FL 32824; OWNER; START 9/2020; 80 HOURS PER MONTH; 4 HOURS DURING SECURITIES TRADING HOURS; SELLS INSURANCE PRODUCTS. 2. OCL VENTURES, LLC; INVESTMENT RELATED; 12509 BOHANNON BLVD, ORLANDO, FL 32824; OWNER; START 3/2020; 20 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; BUYS & SELLS REAL ESTATE AND RENTS OUT PARTY SUPPLIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-28 |
Reach out to this advisor