Best Investors
Account
Sign in
Best Investors
Account
Sign in
8771 Perimeter Park Ct. Suite 102, Jacksonville, FL 32216 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-29 |
Branch Locations
8771 Perimeter Park Ct. Suite 102, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virtue Capital Management, Llc | Nashville | TN | 04/2016 | 01/2019 |
| Wtl Enterprises, Llc | Broomfield | CO | 10/2014 | 10/2020 |
| Img Wealth Management, Inc. | Jacksonville | FL | 01/2019 | Present |
| Gerson Lehman Group Inc. | New York | NY | 09/2016 | 12/2018 |
| Legal Shield | Ada | OK | 10/2010 | Present |
| Sergeant Capital Strategies, Llc | Jacksonville | FL | 11/2021 | Present |
| Sole Proprietor | Jacksonville | FL | 10/2020 | 11/2021 |
LEGALSHIELD ONE PRE-PAID WAY ADA, OK 74820 INDEPENDENT ASSOCIATE SINCE 10/2010 PREPAID LEGAL SERVICES MEMBERSHIPS AND IDENTITY THEFT PROTECTION MEMBERSHIPS NOT INVESTMENT RELATED 20 HRS PER MONTH SERGEANT CAPITAL STRATEGIES, LLC JACKSONVILLE, FL OWNER/INSURANCE AGENT SINCE 11/2021 INVESTMENT RELATED TIME SPENT: APPROXIMATELY 80 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-29 |
Reach out to this advisor