Best Investors
Account
Sign in
Fleming Island, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Jacksonville | FL | 12/2018 | 08/2020 |
| Nylife Securities Llc | Jacksonville | FL | 05/2019 | 08/2020 |
| Faulkner University | Montgomery | AL | 08/2016 | 12/2018 |
| Forecast Hope Llc | Fleming Island | FL | 01/2018 | Present |
| One Call Care Management | Jacksonville | FL | 07/2014 | 01/2018 |
| Obsidian Wisdom Llc | Fleming Island | FL | 06/2020 | Present |
| Clay County District Schools | Green Cove Springs | FL | 01/2021 | Present |
(1) 2021-Present: Educator/Not Investment Related/Green Cove Springs, FL/Fleming Island High School/Economics Teacher/Involves approximately 62% time each month during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-05 |
Reach out to this advisor