Best Investors
Account
Sign in
Best Investors
Account
Sign in
Safe Harbor Fiduciary, LLC CRD 169659
$130M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
700 South Palafox Street Suite 300, Pensacola, FL 32502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-04-20 |
| TX | RA | APPROVED_RES | 2023-03-20 |
Branch Locations
700 South Palafox Street Suite 300, Pensacola, FL 32502 • United States
St. Simons Island, GA • 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 |
|---|---|---|---|---|
| Safe Harbor Fiduciary, Llc | Pensacola | FL | 03/2023 | Present |
| Simpler Trading Llc | Austin | TX | 03/2013 | Present |
REAL ESTATE OWNERSHIP:SINGLE FAMILY FOR ALL,1215 ALPINE DR, HELEN GA INC:$1,000 TO $1,999/3275 LENOX ROAD, ATLANTA 30324,INC:$1,000 TO $1,999/205 SILVERADO DR HUNTSVILLE AL,INC :$2,000 TO $2,999. SIMPLER TRADING LLC; INV REL; INVESTMENT EDUCATOR/CONTENT PROVIDER; AUSTIN, TX; GREATER THAN 75% OF TIME; START 03/2013.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-01 |
Reach out to this advisor