Best Investors
Account
Sign in
711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-17 |
Branch Locations
4830 W Kennedy Blvd Ste 550, Tampa, FL 33609 • United States
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 |
|---|---|---|---|---|
| Cma Cgm | Norfolk | VA | 04/2017 | 08/2017 |
| Walgreens | Portsmouth | VA | 04/2018 | 08/2018 |
| The Franklin Johnston Group | Virginia Beach | VA | 05/2019 | 03/2021 |
| Goldbelt C6 | Chesapeake | VA | 03/2021 | 03/2023 |
| Datex Property Solutions | Remote | VA | 10/2021 | 03/2023 |
| American Integrity | Tampa | FL | 03/2023 | 06/2023 |
| The Shack On 8Th St | Virginia Beach | VA | 07/2020 | 12/2020 |
| Bird & Baldwin Bros / Leones | Norfolk | VA | 10/2017 | 10/2017 |
| Empire Sales Group | Brandon | FL | 07/2023 | 01/2024 |
| Spectrum Business | St. Petersburg | FL | 01/2024 | 09/2024 |
| Guardian Life Insurance Company | Tampa | FL | 09/2024 | 07/2026 |
| Student | Norfolk | VA | 08/2015 | 05/2019 |
| Park Avenue Securities | Tampa | FL | 01/2025 | 07/2026 |
| Principal Life Insurance Company | Tampa | FL | 07/2026 | Present |
| Principal Securities, Inc. | Tampa | FL | 07/2026 | Present |
**KEVIN WOOLEYHAN POSITION: Rental Property NATURE: Real Estate Rental Income INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 4520 Burlington Ave N, Saint Petersburg FL 33713, United States DESCRIPTION: I purchased a two-unit property in Saint Petersburg Florida and rented out both units to long term tenants. This property is managed by a management company and is 99% passive on my part. The only work I need to do is file taxes and respond as needed to approve any maintenance or repairs on the property. Rent is paid monthly to the management company, and they send money directly to me each month, net of their fee. **KEVIN WOOLEYHAN POSITION: Landlord NATURE: Real Estate Rental Income INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 4520 Burlington Ave N, Saint Petersburg FL 33713, United States DESCRIPTION: This is a two-unit rental property located in Saint Petersburg, Florida. I hired a management company, so it is 99% passive outside of keeping records, approving maintenance requests and filing income taxes. The tenants pay the management company and the management company pays me. The management company also handles tenant turnover, sourcing new tenants, and lease processing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-04 |
Reach out to this advisor