Best Investors
Account
Sign in
Best Investors
Account
Sign in
500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-13 |
Branch Locations
Clearwater, FL • United States
500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T Rowe Price | Tampa | FL | 10/2015 | 06/2019 |
| Pruco Securities Llc | Tampa | FL | 07/2019 | 10/2020 |
| The Prudential Insurance Company Of America | Tampa | FL | 07/2019 | 10/2020 |
| Walser Wealth Manageement Company, A Limited Liability Company | Tampa | FL | 01/2021 | 02/2024 |
| Unemployed | Tampa | FL | 11/2020 | 12/2020 |
| Valic Financial Advisors, Inc. | Tampa | FL | 06/2025 | 01/2026 |
| Sandy Morris Financial & Estate Planning Services, Llc | Tampa | FL | 03/2024 | 03/2025 |
| Thrive Capital Management, Llc | Clearwater | FL | 01/2026 | Present |
Licensed Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-27 |
| S66 | Uniform Combined State Law Examination | 2019-05-06 |
Reach out to this advisor