Best Investors
Account
Sign in
Best Investors
Account
Sign in
9040 Town Center Parkway, Lakewood Ranch, FL 34202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-27 |
| TX | RA | APPROVED_RES | 2018-06-01 |
Branch Locations
9040 Town Center Parkway, Lakewood Ranch, FL 34202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clarity Capital Advisors, Llc | Irvine | CA | 01/2016 | Present |
Eagle Community Credit Union - non-investment related - 27042 Towne Centre Drive Suite 100, Foothill Ranch, CA 92610 - financial institution - supervisory committee member - start date of relationship April 2019 - approx 10 hours per month - 0 hours per month during trading hours - duties include supervisory committee member for a $257M credit union in Orange County, CA. The role of the supervisory committee is to ensure that the credit union is managed in a manner that is fiscally sound and in the best interests of the membership.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-24 |
Reach out to this advisor