Best Investors
Account
Sign in
Best Investors
Account
Sign in
34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-01 |
Branch Locations
650 E. Elkcam Circle, Marco Island, FL 34145 • 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 |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Naples | FL | 12/2015 | 08/2019 |
| Jpmorgan Securities Llc | Naples | FL | 12/2015 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bonita Springs | FL | 08/2019 | 03/2023 |
| Self Employ/Signs Now | Naples | FL | 03/2023 | 01/2024 |
| Fifth Third Bank | Naples | FL | 01/2024 | Present |
| Fifth Third Securities | Naples | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-09 |
| S66 | Uniform Combined State Law Examination | 2019-12-11 |
Reach out to this advisor