Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-07 |
Branch Locations
3116 Capital Circle Ne Suite 6, Tallahassee, FL 32308 • United States
1540 International Parkway, Lake Mary, FL 32746 • United States
5310 Cypress Center Dr Suite 125, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walt Disney Company | Bay Lake | FL | 04/2021 | 07/2022 |
| Universal Orlando Resort | Orlando | FL | 03/2021 | 04/2021 |
| University Of Central Florida | Orlando | FL | 08/2017 | 05/2022 |
| Poppell Financial Group | Tallahassee | FL | 03/2016 | 05/2017 |
| Voya Financial | Lake Mary | FL | 06/2022 | Present |
| Walt Disney Company | Bay Lake | FL | 08/2018 | 12/2020 |
NAME OF ENTITY: Independent Insurance Agent; Yes; 1540 International Parkway; Lake Mary; FL; 32746; Fixed Insurance Sales; Independent Insurance Agent; 7/25/2022; 160; 160; sales of fixed insurance products|NAME OF ENTITY:Poppell Financial Group LLC; Yes; 1540 International Parkway Suite 2000; Lake Mary; FL; 32746; Financial Services/DBA; Registered Representative; 8/30/2022; 160; 160; Sale and Service Securities Products|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-04 |
Reach out to this advisor