Best Investors
Account
Sign in
Best Investors
Account
Sign in
2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-22 |
Branch Locations
Orange Park, FL • United States
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aflac | Columbus | GA | 03/2014 | 07/2019 |
| New York Life Insurance Co. | Roseville | CA | 12/2018 | 07/2019 |
| Nylife Securities Llc | Roseville | CA | 05/2019 | 07/2019 |
| Donald E Wilson Books | Orange Park | FL | 09/2014 | Present |
| Ameritas Investment Corp | Lincoln | NE | 09/2020 | 08/2023 |
| Ameritas Life Insurance Corp | Lincoln | NE | 09/2019 | 08/2023 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 04/2022 | 08/2023 |
| Wilson Financial Services & Strategies | Orange Park | FL | 06/2022 | Present |
| Mass Mutual Life Insurance Company | Orange Park | FL | 07/2023 | 01/2024 |
| Mml Investors Services Llc | Orange Park | FL | 08/2023 | 01/2024 |
| Calton & Associates Inc. | Tampa | FL | 01/2024 | Present |
(1) NAME: DONALD E. WILSON INV REL: N ADD: RESIDENTIAL NATURE: AUTHOR - I OCCASIONALLY SPEAK PUBLICLY POSITION: AUTHOR START DATE: 09/13/2015 No. HR/MO: 2. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: I WROTE A BOOK. I AM OCCASIONALLY INVITED TO SPEAK. (2) NAME: WILSON FINANCIAL SERVICES & STRATEGIES INV REL: Y ADD: 2265 YELLOW PINE CT., ORANGE PARK, FL 32073 NATURE: OUTSIDE INSURANCE SALES: LIFE, DISABILITY, SUPPELEMENTAL POSITION: OWNER START DATE: 02/24/2014 No. HR/MO: 15. No. HR/MO DURING SEC TRADING: 10. DESCRIBE DUTIES: I BROKER INSURANCE. I STARTED AS AN AFFLAC AGENT, AND ALSO AM A CERTIFIED ENROLLER, WHICH ALLOWS ME TO OCCASIONALLY ENROLL FOR COMPANIES WHEN THEY NEED IT. (3) St John's River State College; Non-investment related; 283 College Dr, Orange Park, FL 32065; Nature: Teaching night classes at local community college; Professor; Start Date: 8/1/2025; Hours/month: 12; Hours/month during securities trading hours: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-21 |
Reach out to this advisor