Best Investors
Account
Sign in
Best Investors
Account
Sign in
800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-12 |
Branch Locations
800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States
999 Vanderbilt Beach Road Suite 609, Naples, FL 34108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Cleveland | OH | 06/2011 | 05/2017 |
| Key Bank Na | Cleveland | OH | 01/2011 | 05/2017 |
| Fifth Third Wealth Advisors Llc | Naples | FL | 11/2021 | 01/2026 |
| Pnc Bank | Naples | FL | 05/2017 | 05/2018 |
| U.S. Bank N.A. | Naples | FL | 05/2018 | 11/2021 |
| Summit Wealth Partners, Llc | Orlando | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-27 |
Reach out to this advisor