Best Investors
Account
Sign in
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-12 |
Branch Locations
1680 Fruitville Road Suite 403, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oncorx | Parrish | FL | 05/2024 | 05/2025 |
| Perthera | Washington Crossing | PA | 02/2019 | 05/2024 |
| Gyn Gmbh | Washington Crossing | PA | 02/2013 | 02/2019 |
| K & M Insurance Group Llc, Dba K & M Financial Partners Affiliat | Chardon | OH | 07/2025 | Present |
| Florida Financial Advisors | Sarasota | FL | 11/2025 | Present |
| Trinity Wealth Securities, Llc | Sarsota | FL | 08/2026 | Present |
Florida Financial Advisors. Investment Related. 1680 Fruitville Rd, Suite 403 Sarasota, FL 34236. Nature of Business: RIA. Position: Financial Consultant. Start Date: 7/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 1680 Fruitville Rd, Suite 403 Sarasota, FL 34236. Nature of Business: Insurance. Position: Independent Contractor. 7/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 1680 Fruitville Rd, Suite 403 Sarasota, FL 34236. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 08/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 2025-10-29 |
Reach out to this advisor