Best Investors
Account
Sign in
Best Investors
Account
Sign in
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-10 |
| CA | RA | APPROVED | 2026-01-15 |
| PA | RA | APPROVED | 2025-06-03 |
| SC | RA | APPROVED | 2025-05-16 |
| TX | RA | APPROVED | 2025-01-30 |
| GA | RA | APPROVED | 2025-01-23 |
| TN | RA | APPROVED | 2024-12-17 |
| LA | RA | APPROVED | 2024-10-23 |
| NC | RA | APPROVED | 2024-10-21 |
| FL | RA | APPROVED | 2024-08-29 |
Branch Locations
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 06/2019 | 10/2023 |
| Trinity Wealth Securities L.L.C | Tampa | FL | 06/2019 | Present |
| Florida State University | Tallahassee | FL | 08/2015 | 05/2019 |
| Fidelity Investments | Westlake | TX | 06/2018 | 08/2018 |
| Massmutual | Fort Myers | FL | 05/2017 | 08/2017 |
| Ffa Dba Elevate Financial Planning & Wealth Management | St. Petersburg | FL | 10/2023 | 09/2024 |
| Elevate Financial Planning And Wealth Management | St. Petersburg | FL | 09/2023 | Present |
| Florida Financial Insurance, Llc | St. Petersburg | FL | 06/2019 | Present |
| Elevate Insurance Agency Services Llc | St. Petersburg | FL | 10/2023 | Present |
1. Trinity Wealth Securities. Investment Related. St. Petersburg, FL. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 05/2019. Hours per Month: 30 of which 25 hours are during trading hours. Securities Related Activities. 2. Florida Financial Insurance, LLC DBA Elevate Financial Planning & Wealth Management. Not Investment Related. St. Petersburg, FL. Fixed Insurance Sales. 10/2023. Hours per Month: 6 of which 5 hours are during trading. Duties: fixed insurance sales. 3. Elevate Insurance Agency Services LLC. Not Investment Related. St. Petersburg, FL. Fixed Insurance Sales. Managing Partner. 10/2023. Hours per Month: 60 hours of which 50 hours are during trading. Duties: fixed insurance sales. 4. Nemeth Insurance Agency Services, LLC (Not Investment Related) and Nemeth Wealth Management Services, LLC (Investment Related). St. Petersburg, FL. 10/3/2023. Entities used for tax purposes to process personal income and expenses. Manager. 0 time spent. 5. Sunrise Property Ventures LLC. (Not investment related). Saint Petersburg, FL 33711. Nature of business: Property management. 1/15/2025. Hours per month: 1. Hours per month trading: 0. Position: Owner. Renting out previous home
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-02 |
Reach out to this advisor