Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-05 |
Branch Locations
100 University Town Center Drive, Sarasota, FL 34243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Starbucks | Blackwood | NJ | 03/2017 | 09/2017 |
| Chick-Fil-A | Deptford | NJ | 09/2015 | 03/2017 |
| Total Alignment Wealth Advisors | New York | NY | 09/2017 | 08/2018 |
| Chick-Fil-A | Cherry Hill | NJ | 05/2018 | 03/2019 |
| Cahill Wilinski Rhodes & Joyce | Haddonfield | NJ | 03/2019 | 12/2020 |
| Windmill Title | Brentwood | TN | 12/2020 | 06/2021 |
| California Pizza Kitchen | Franklin | TN | 05/2021 | 10/2021 |
| Mark Spain Real Estate | Franklin | TN | 07/2021 | 02/2023 |
| Picerne Real Estate Group | Warwick | RI | 02/2023 | 08/2023 |
| Mark Spain Real Estate | Franklin | TN | 08/2023 | 09/2024 |
| Keller Williams On The Water Sarasota | Sarasota | FL | 09/2024 | 11/2024 |
| California Pizza Kitchen | Sarasota | FL | 09/2024 | 12/2024 |
| Charles Schwab & Co., Inc. | Sarasota | FL | 11/2024 | Present |
| Charles Schwab Bank, Ssb | Sarasota | FL | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-04 |
Reach out to this advisor