Best Investors
Account
Sign in
Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-01 |
Branch Locations
1800 North Military Trail Suite 340, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Estero | FL | 06/2025 | 04/2026 |
| Jpmorgan Chase Bank, N.A. | Estero | FL | 06/2025 | 04/2026 |
| Finemark National Bank & Trust | Bonita Springs | FL | 08/2022 | 02/2023 |
| Wells Fargo | Naples | FL | 10/2020 | 08/2022 |
| Bankers Life & Casualty | Naples | FL | 05/2023 | 06/2024 |
| Wells Fargo | Fort Myers | FL | 08/2024 | 06/2025 |
| Unemployed | Naples | FL | 06/2015 | 10/2017 |
| Target | Naples | FL | 11/2017 | 09/2019 |
| Saks Fifth Avenue | Naples | FL | 09/2019 | 10/2020 |
| Treasure Island Antiques Inc | Naples | FL | 01/2024 | 12/2024 |
| Unemployed | Naples | FL | 03/2023 | 04/2023 |
| Valic Financial Advisors, Inc. | Boca Raton | FL | 04/2026 | Present |
AGIA POSITION: Agent NATURE: Non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/13/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-securities insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2026-04-17 |
Reach out to this advisor