Best Investors
Account
Sign in
Lakeland, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-19 |
| FL | RA | APPROVED | 2021-06-17 |
Branch Locations
Lakeland, FL • United States
Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mainstay Capital Llc | Lakeland | FL | 10/2020 | Present |
| Us Navy | Jacksonville | FL | 06/2013 | 07/2022 |
| Origin Financial | Boston | MA | 11/2022 | Present |
Name: Origin Financial Investment Related: Yes Address: 5915 Valentino Way Lakeland, FL 33812 Nature: Finance Position: Financial Advisor Title: Financial Advisor Relationship with other business: None Start Date: Nov 2022 Hours/month: 60 Hours /day during securities trading hours: 4 Duties: Meeting with clients to discuss general financial planning topics.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-15 |
Reach out to this advisor