Best Investors
Account
Sign in
200 East Las Olas Boulevard 19Th Floor, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-12-23 |
| FL | RA | APPROVED | 2003-05-06 |
Branch Locations
200 East Las Olas Boulevard 19Th Floor, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Provenance Wealth Advisors | Fort Lauderdale | FL | 01/2000 | Present |
| Zyh Holdings Company, Llc | Fort Lauderdale | FL | 04/2013 | Present |
| Raymond James Financial Services, Inc. | Fort Lauderdale | FL | 08/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Fort Lauderdale | FL | 09/2013 | Present |
| Provenance Wealth Advisors | Fort Lauderdale | FL | 12/2013 | Present |
| Todd A. Moll Cfa Pa | Fort Lauderdale | FL | 07/2004 | Present |
| Pwa Securities, Llc | Ft. Lauderdale | FL | 07/2023 | Present |
(1)Name of Business: provenance wealth advisors Address: 200 E Las Olas Blvd Fl 19, Fort Lauderdale, FL, 33301, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/09/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: non-variable life insurance sales from various (2)Name of Business: Todd A. Moll CFA PA Address: 200 E Las Olas Blvd Fl 19, Fort Lauderdale, FL, 33301, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: Yes Start Date: 07/01/2004 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: owner (3)Name of Business: ZYH Holdings LLC Address: 200 E Las Olas Blvd Fl 19, Fort Lauderdale, FL, 33301, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/02/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: director of company (4) Referral Fees: 200 E. Las Olas Blvd 19th FL Ft. Lauderdale 33301 - Position: Referrer of business to CPA Berkowitz Pollack Brant - Start Date 07/2000
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-14 |
Reach out to this advisor