Best Investors
Account
Sign in
Best Investors
Account
Sign in
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
2555 Enterprise Rd. Ste. 6, Clearwater, FL 33761 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp, Inc. | Miami | FL | 09/2018 | 07/2020 |
| Wj Voege Financial | Clearwater | FL | 07/2018 | Present |
| Blue Moon Harmonicas | Clearwater | FL | 12/2017 | 12/2017 |
| Warren Willis Um Camp | Fruittand Park | FL | 05/2017 | 02/2018 |
| Florida State University | Tallahassee | FL | 07/2019 | 07/2020 |
| Florida State University | Tallahassee | FL | 09/2016 | 09/2018 |
| Investacorp | Clearwater | FL | 09/2018 | 07/2019 |
| Securities America, Inc. | Clearwater | FL | 03/2021 | 04/2021 |
| United Planners Financial Services | Scottsdale | AZ | 04/2021 | Present |
| Warren Willis United Methodist Camp | Leesburg | FL | 06/2017 | 09/2024 |
| Nicholas Halchak | Clearwater | FL | 04/2021 | 09/2025 |
| Nicholas Halchak | Clearwater | FL | 08/2018 | Present |
1.) NICHOLAS HALCHAK - AGENT - NON-VARIABLE INSURANCE - CLEARWATER, FL - SINCE 08/2018 - INVESTMENT RELATED 2.) W.J. VOEGE FINANCIAL SERVICES, INC - ASSISTANT - DBA NAME FOR MARKETING PURPOSES ONLY - CLEARWATER, FL - SINCE 01/2021 - INVESTMENT RELATED 3.) W.J. VOEGE FINANCIAL SERVICES, INC. - N/A - PASS THROUGH ENTITY - CLEARWATER, FL - SINCE 01/2021 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-22 |
Reach out to this advisor