Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-28 |
Branch Locations
5310 Nw 33 Ave. Suite 206, Fort Lauderdale, FL 33309 • United States
8470 Enterprise Circle Suite 110-H, Lakewood Ranch , FL 34202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park L. Weldy Dmd, Pa (Dentist Office) | Bradenton | FL | 03/2003 | Present |
| Uber | San Francisco | CA | 09/2019 | 02/2020 |
| Lyft | San Francisco | CA | 09/2019 | 01/2020 |
| Sprouts Childhood Development Cneter | Bradenton | FL | 12/2019 | 03/2020 |
| Dr. Jeffrey S. Thompson (Orthodontic Office) | Bradenton | FL | 01/2021 | 06/2021 |
| The Investment Center, Inc. | Sarasota | FL | 06/2021 | 12/2023 |
| Star Financial Solutions | Sarasota | FL | 06/2021 | 12/2023 |
| Ic Advisory Services, Inc. | Sarasota | FL | 10/2022 | 12/2023 |
| Osaic | Bradenton | FL | 01/2024 | 04/2025 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 04/2025 | 05/2025 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 04/2025 | 05/2025 |
| Osaic Wealth, Inc. | Fort Lauderdale | FL | 05/2025 | Present |
1. BR WEALTH ADVISOR, LLC POSITION: Owner/Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 05/02/2025 ADDRESS: 6151 Candlewood Way, Sarasota FL 34243, United States DESCRIPTION: Books and Records for Corporation 2. INSURANCE - 6151 CANDLEWOOD WAY, SARASOTA, FL 34243; INVESTMENT RELATED; LIFE, HEALTH, FIXED & LTC; INSURANCE AGENT; 5-10% OF TIME SPENT. 3. PARK L. WELDY D.M.D., P.A. - 811 40TH STREET W. - BRADENTON, FL 34205; NON-INVESTMENT RELATED; START DATE 11/22/1982; SUPPORT STAFF; DENTAL PRACTICE; LESS THAN 10% OF TIME SPENT. 4. USF ALUMNI ASSOCIATION - SARASOTA MANATEE ALUMNI CHAPTER - 4202 E. FOWLER AVENUE, TAMPA, FL 33620; NON-INVESTMENT RELATED; VOTING, PROGRAM MANAGEMENT, IDEA GENERATION; PEER TO PEER LEADERSHIP; DIRECTOR; 2-5% OF TIME SPENT 5. CREATIVE FINANCIAL NETWORK "CFN" CFN" POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/02/2025 ADDRESS: 5310 NW 33rd Ave. Suite 206, Fort Lauderdale FL 33309, United States DESCRIPTION: Sell Fixed Insurance Products 6. BNI TRUSTED PROFESSIONALS POSITION: Member/Vice President NATURE: Networking Group INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2025 ADDRESS: 8175 Lakewood Ranch Blvd., Lakewood Ranch FL 34202, United States DESCRIPTION: Attending Networking Group, Run the meeting, Track Reports 7. VALDEZ VETERAN ALLIANCE SERVICES POSITION: Secretary NATURE: 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2025 ADDRESS: 5840 26th St W, Bradenton FL 34207, United States DESCRIPTION: Organizing and helping with events, planning, volunteer coordination.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-17 |
Reach out to this advisor