Best Investors
Account
Sign in
Best Investors
Account
Sign in
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-02 |
Branch Locations
4590 Ulmerton Road #104, Clearwater, FL 33762 • United States
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Audi Clearwater | Clearwater | FL | 06/2015 | 06/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2018 | 12/2019 |
| Northwestern Mutual Investment Services Llc | Clearwater | FL | 06/2018 | 12/2019 |
| Superior Mortgage Solutions | Clearwater | FL | 07/2023 | Present |
| Fiduciary First Advisors | Clearwater | FL | 12/2025 | Present |
| Alphastar Capital Management | Clearwater | FL | 01/2026 | Present |
| American Mortgage Services | Tampa | FL | 07/2017 | 07/2023 |
the name of the other business; Superior Mortgage Solutions, LLC whether the business is investment-related; Yes the address of the other business; 4590 Ulmerton Rd unit #104 Clearwater, Fl 33762 the nature of the other business; It is a Mortgage company. We provide solutions for financing/refinancing Properties your position; Vice President title, or relationship with the other business; Vice President the start date of your relationship; 07/2023 the approximate number of hours/month you devote to the other business; 40 hours per month. the number of hours you devote to the other business during securities trading hours; 40 hours per month. and briefly describe your duties relating to the other business; Compliance, Quoting clients, Following loans through process. the name of the other business; Fiduciary First Advisors Inc whether the business is investment-related; Yes the address of the other business; 4590 Ulmerton Rd unit #104 Clearwater, Fl 33762 the nature of the other business; Insurance Sales your position; Insurance Agent title, or relationship with the other business; Insurance Agent the start date of your relationship; Fiduciary First Advisors was started on 12-01-2025 the approximate number of hours/month you devote to the other business; __ hours per month. 80 Hours Per Month the number of hours you devote to the other business during securities trading hours; __ hours per month. 90Hours Per Month and briefly describe your duties relating to the other business; sales of insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-06 |
Reach out to this advisor