Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2026-03-30 |
Branch Locations
930 S. Harbor City Blvd Suite 501, Melbourne, FL 32901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Melbourne | FL | 09/2017 | 06/2019 |
| Pnc Bank | Gainesville | FL | 04/2017 | 09/2017 |
| Bbva Compass Bank | Gainesville | FL | 04/2015 | 04/2017 |
| Truist Investment Services, Inc. | Melbourne | FL | 06/2019 | 03/2026 |
| Truist Advisory Services, Inc. | Melbourne | FL | 06/2019 | 03/2026 |
| Liberty University | Lynchburg | VA | 08/2021 | 05/2024 |
| Raymond James Financial Services, Inc. | Melbourne | FL | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Melbourne | FL | 03/2026 | Present |
(1)Name of Business: Address: 1010 Swiss Pointe Ln, Rockledge, FL, 32955, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/10/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Address: 1010 Swiss Pointe Ln, Rockledge, FL, 32955, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/10/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: 4HIS GLORY PLANNING Address: 930 S Harbor City Blvd, Melbourne , FL, 32901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: What is your role in relation to this activity? Owner/Proprietor\n\nFINANCIAL ADIVSOR\n (4)Name of Business: Covenant wealth & planning llc Address: 930 S Harbor City Blvd, Melbourne , FL, 32901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 04/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: What is your role in relation to this activity? Owner/Proprietor (5)Name of Business: Fortuna Wealth Address: 930 S Harbor City Blvd, Melbourne , FL, 32901, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: What is your role in relation to this activity? Director\n\nFinancial Advisor\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-25 |
Reach out to this advisor