Best Investors
Account
Sign in
Best Investors
Account
Sign in
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-14 |
| GA | RA | APPROVED | 2025-05-13 |
| NY | RA | APPROVED | 2025-05-12 |
| FL | RA | APPROVED | 2023-08-18 |
Branch Locations
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
234 Canal Blvd Suite 2, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jacksonville | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 11/2016 | 08/2023 |
| The Partners Wealth Mgmt Dba Ocean Pointe Financial Services Grp | Carmel By The Sea | CA | 08/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2023 | Present |
1. The Partners Wealth Management dba Ocean Pointe Financial Services Group, LLC. Investment Related. At Registered Location. RIA. IAR/Financial Advisor. Start: 08/2023. 100 hrs/month; all during trading hours. Provide investment advice to clients. 2. Fixed Insurance. Investment Related. At Registered Location. Independent Insurance Agency. Agent. Fixed/Traditional Insurance. Start: 08/2023. 5 hrs/month; all during trading hrs. Provide insurance advice based on the needs of clients. 3. LAS PALMAS HOA. NOTINVESTMENT-RELATED. LOCATED AT PONTE VEDRA BEACH HOUSING DEVELOPMENT, POINT VEDRA BEACH, FL. TREASURER. START: 06/2019. 2 HR/MONTH; NONE DURING TRADING HOURS. ATTENDING MEETINGS DISCUSSING NEIGHBORHOOD, PROPERTY MANAGEMENT, ANDCOMPLAINTS. 4. MKKC ENTERPRISES, LLC. INVESTMENT RELATED. LOCATED AT 100 SAWBILL PALM DRIVE, POINTE VEDRA BEACH, FL 32082. HOLDING COMPANY. 100% OWNERSHIP WITH SPOUSE. START: 02/2021. 1 HR/MONTH; NONE DURING TRADING HOURS. OVERSIGHT OF COMPANY. 5. PALMETTO LANDING CONDOMINIUM ASSOCIATION INC. NOT INVESTMENT-RELATED. LOCATED AT 234 CANAL BLVD, BUSINES PARK, POINTE VEDRA BEACH, FL 32082. BOARD OF DIRECTORS. BOARD MEMBER. START:12/2020. 0 HR/MONTH; 0 TRADING HR/MONTH. ASSISTING IN MANAGEMENT OF THE COA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-20 |
Reach out to this advisor