Best Investors
Account
Sign in
Edificio Ochoa 500 Calle De La Tanca Suite 305, San Juan, PR 00901-1969 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2025-12-05 |
| FL | RA | APPROVED | 2025-09-23 |
Branch Locations
Edificio Ochoa 500 Calle De La Tanca Suite 305, San Juan, PR 00901-1969 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Temple Terrace | FL | 07/2021 | 10/2022 |
| Foot Locker, Inc | Tallahassee | FL | 11/2016 | 05/2017 |
| N/A | Tallahassee | FL | 05/2016 | 12/2020 |
| Florida State University | Tallahassee | FL | 12/2017 | 06/2018 |
| N/A | Tallahassee | FL | 05/2017 | 12/2017 |
| Steam Energy Llc | Miami | FL | 01/2019 | 10/2022 |
| Morgan Stanley | Temple Terrace | FL | 01/2023 | 05/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2024 | 05/2025 |
| Fisher Investments | Tampa | FL | 07/2025 | 08/2025 |
| Gamma Asset Management Llc | San Juan | PR | 09/2025 | Present |
The Freedom Asset Management LLC | Not investment-related | 7017 Aspen Ave, Tampa, FL 33637 | Real Estate | Sole proprietor | Start Date: 04/16/2022 | Less than 5 hrs/month, none during securities trading hours | Business manages personal real estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-28 |
Reach out to this advisor