Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-05 |
| FL | RA | APPROVED | 2023-05-25 |
Branch Locations
223 Taylor Street Suite 121, Punta Gorda, FL 33950 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2021 | 10/2021 |
| University Of Florida | Gainesville | FL | 08/2017 | 05/2021 |
| Temp Force | Gainesville | FL | 05/2019 | 07/2019 |
| Clear View Financial Services Llc | Port Charlotte | FL | 06/2020 | 08/2020 |
| Charlotte High School | Punta Gorda | FL | 08/2014 | 05/2017 |
| University Of Florida: Smather's Map And Imagery Library | Gainesville | FL | 08/2019 | 07/2021 |
| Ltm Party | Port Charlotte | FL | 08/2015 | 06/2020 |
| Twitch Interactive, Inc. | Punta Gorda | FL | 04/2020 | Present |
| Clear View Financial Services | Port Charlotte | FL | 11/2021 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | Present |
1. NAME OF OTHER BUSINESS: TWITCH INTERACTIVE, INC. INVESTMENT RELATED: NO ADDRESS: PUNTA GORDA, FL 33982 NATURE OF BUSINESS: VIDEO GAME BROADCASTING POSITION/TITLE/RELATIONSHIP: TWITCH AFFILIATE/STREAMER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: IT IS A HOBBY OF MINE THAT I AM LUCKY ENOUGH TO GET PAID TO DO FROM TIME TO TIME. I STREAM MOSTLY IN PART TO KEEP UP WITH FRIENDS AND FAMILY AS THIS ALLOWS A GREAT SOCIAL SPACE FOR US TO INTERACT. VIEWERS ARE ABLE TO ENTER AND CHAT WITH ME ABOUT THE GAMES, LIFE, ETC. VIEWERS BOTH IN AND OUTSIDE OF FRIENDS AND FAMILY ARE ABLE TO JOIN. AS A TWITCH AFFILIATE, I AM ABLE TO USE TWITCH'S PLATFORM FOR MONETARY GAINS IN WHICH THE VIEWERS ARE ABLE TO SUPPORT THE STREAM AND ME HAVING THE TIME TO DO SO BY SUBSCRIBING, DONATING, CHEERING, AND AD REVENUE. I HAVE FOUND STREAMING TO BE A MAJOR STRESS RELIEVING AND A GREAT OUTSIDE ACTIVITY. I JUST HAPPEN TO BE IN A POSITION WHERE THOSE THAT WATCH WANT TO SUPPORT IN ORDER TO CONTINUE TO IMPROVE THE STREAMS. I STREAM AT NIGHT OR IN THE EVENING PAST WORK HOURS FOR A COUPLE DAYS A WEEK DEPENDING ON MY AVAILABILITY. I DO NOT HAVE A ENFORCED SCHEDULE THAT I MUST FOLLOW AND HAVE FLEXIBILITY WITH THIS ACTIVITY. I STREAM MYSELF PLAYING VIDEO GAMES AS AN ENTERTAINER FROM MY HOME. I INTERACT WITH THE PEOPLE WHO TUNE IN AS PART OF THIS ENTERTAINMENT. IT IS MOSTLY FRIENDS AND FAMILY WHO TUNE IN TO CATCH UP OR PLAY WITH DEPENDING ON THE STREAM. ESSENTIALLY, I JUST PLAY VIDEO GAMES AND PEOPLE COME IN TO WATCH AND TALK ABOUT THE GAME THAT I AM PLAYING.; 2. NAME OF OTHER BUSINESS: CLEAR VIEW FINANCIAL SERVICES, LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2024, POSITION/TITLE/RELATIONSHIP: OWNER/PARTNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: TAKE STOCK IN CHILDREN INVESTMENT RELATED: NO, ADDRESS: 18150 MURDOCK CIR, PORT CHARLOTTE, FL, 33948 NATURE OF BUSINESS: NON-PROFIT, START DATE: 02/2022, POSITION/TITLE/RELATIONSHIP: MENTOR, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING, BRIEF DESCRIPTION OF DUTIES: DEVOTE TIME TO THE DEVELOPMENT, SUPPORT, GUIDANCE, AND ENCOURAGEMENT OF STUDENT IN PROGRAM; 4. NAME OF OTHER BUSINESS: CHARLOTTE COMMUNITY FOUNDATION INVESTMENT RELATED: NO; ADDRESS: 227 SULLIVAN ST, PUNTA GORDA, FL 33950; NATURE OF BUSINESS: BOARD; START DATE: 6/2024; POSITION/TITLE/RELATIONSHIP: VOLUNTEER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: VOLUNTEER ON AD HOC COMMITTEE - ASSIST CCF'S FINANCE AND AUDIT COMMITTEE THROUGH THE RFP PROCESS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-04 |
Reach out to this advisor