Best Investors
Account
Sign in
Best Investors
Account
Sign in
234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-01 |
Branch Locations
5335 Gate Pkwy 5Th Floor, Jacksonville, FL 32256 • United States
234 1St Street, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 12/2022 | 07/2025 |
| Unemployed | Jacksonville | FL | 06/2016 | 08/2018 |
| Audi Of Jacksonville | Jacksonville | FL | 08/2018 | 12/2019 |
| Tom Bush Bmw Of Jacksonville | Jacksonville | FL | 12/2019 | 07/2020 |
| Merrill Lynch | Jacksonville | FL | 08/2020 | 02/2021 |
| Unemployed | Jacksonville | FL | 02/2021 | 06/2021 |
| Tom Bush Bmw Of Jacksonville | Jacksonville | FL | 06/2021 | 01/2022 |
| Unemployed | Jacksonville | FL | 01/2022 | 11/2022 |
| Florida State College At Jacksonville | Jacksonville | FL | 02/2017 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2025 |
| Sofi Securities, Llc | Jacksonville | FL | 07/2025 | Present |
| Sofi Wealth, Llc | Jacksonville | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-07 |
Reach out to this advisor