Best Investors
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Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-01 |
| GA | RA | APPROVED | 2025-09-02 |
| VA | RA | APPROVED | 2025-09-02 |
| RI | RA | APPROVED | 2025-08-26 |
| SC | RA | APPROVED | 2025-08-22 |
| TX | RA | APPROVED_RES | 2024-10-04 |
| MA | RA | APPROVED | 2023-09-25 |
| NC | RA | APPROVED | 2023-08-10 |
| NJ | RA | APPROVED | 2023-04-20 |
| WA | RA | APPROVED | 2023-01-03 |
| NH | RA | APPROVED | 2022-12-02 |
| OR | RA | APPROVED | 2022-10-19 |
| MI | RA | APPROVED | 2021-11-08 |
| NY | RA | APPROVED | 2021-11-04 |
| FL | RA | APPROVED | 2021-07-28 |
Branch Locations
2307 W Kennedy Boulevard, Tampa, FL 33609 • United States
3450 Clark Road, Sarasota, FL 34231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flaharty Asset Management, Llc | Clearwater | FL | 09/2015 | 06/2017 |
| Lpl Financial, Llc | Clearwater | FL | 05/2016 | 06/2017 |
| Sii / John Hancock Financial Network | Tampa | FL | 10/2017 | 11/2018 |
| Unemployed | Wesley Chapel | FL | 06/2017 | 10/2017 |
| Royal Alliance Associates, Inc. | Wesley Chapel | FL | 11/2018 | 05/2020 |
| Morgan Stanley | Temple Terrace | FL | 06/2020 | 07/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2021 | 07/2021 |
| Td Private Client Wealth Llc | Tampa | FL | 07/2021 | Present |
| Td Bank N.A. | Tampa | FL | 07/2021 | 08/2025 |
| Td Bank N.A. | Tampa | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-07 |
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