Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-11 |
Branch Locations
480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • United States
2205 N Wickham Rd, Melbourne, FL 32935 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Servic | Raleigh | NC | 01/2021 | 09/2022 |
| Associated Bank | Marshfield | WI | 02/2013 | 12/2016 |
| Unemployed | Mount Pleasant | SC | 12/2016 | 02/2017 |
| First Citizens Bank | Mount Pleasant | SC | 02/2017 | 09/2022 |
| Citizens Securities, Inc | Westwood | MA | 09/2022 | 10/2022 |
| Citizens Bank, N.A | Westwood | MA | 09/2022 | 10/2022 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | 08/2023 |
| Citizens Bank, N/A | North Reading | MA | 10/2022 | 08/2023 |
| Raymond James & Associates, Inc. | Melbourne | FL | 02/2023 | 08/2024 |
| Unemployed | Satellite Beach | FL | 08/2023 | 02/2024 |
| Wells Fargo Clearing Services, Llc | Melbourne | FL | 09/2024 | Present |
| Wells Fargo Bank, Na | Melbourne | FL | 09/2024 | Present |
DIESEL LLC; INV. RELATED; SATELLITE BEACH, FL; 100% OWNERSHIP; RENTAL PROPERTY; START DAE 3/5/2022; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; DUTIES: OWNER, COLLECT RENT AND COORDINATE MAINTENANCE. RENTAL PROPERTY; INV. RELATED; MOUNT PLEASANT, SC; 100% OWNERSHIP; RESIDENTIAL PROPERTY; START DATE 1/1/2023; 1 HOUR PER MONTH; 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-08 |
Reach out to this advisor