Best Investors
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800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-10 |
Branch Locations
800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States
15050 Elderberry Ln. Suite 6-1, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thea Bv | Willemstad | 02/2012 | 01/2017 | |
| Verizon Wireless | Estero | FL | 11/2015 | 10/2021 |
| Trustco Bank | Naples | FL | 10/2021 | 02/2024 |
| Signature Financial Strategies, Llc | Fort Myers | FL | 01/2023 | Present |
| Summit Wealth Partners, Llc | Orlando | FL | 01/2025 | Present |
| Mobile Notary | Bonita Springs | FL | 11/2021 | Present |
| Photo Digitizer | Bonita Springs | FL | 10/2019 | Present |
1.) Mobile Notary; not investment related; Bonita Springs, FL; self-employed/freelance notary services; since 11/2021; approximately 10 hours per month with approximately 10 hours per month during securities trading hours 2.) Photo Digitizer; not investment related; Bonita Springs, FL; self-employed/freelance photo digitizing services; since 10/2019; approximately 10 hours per month with approximately 0 hours per month during securities trading hours 3.) Signature Financial Strategies, LLC; Investment-related; Ft. Myers, FL; Client Service Specialist - providing administrative and client services for licensed insurance agency; since 01/2023; approximately 150 hours per month with approximately 150 hours per month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-30 |
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