Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-03-03 |
Branch Locations
525 South Hercules Ave. Ste. 101, Clearwater, FL 33764 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2005-09-27 |
Branch Locations
16241 N. Florida Ave, Lutz, FL 33549 • United States
525 South Hercules Ave. Suite 101, Clearwater, FL 33764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corp | Carpinteria | CA | 12/2002 | Present |
| Lincoln Investment Planning, Inc. | Lutz | FL | 09/2005 | Present |
INSURANCE/FIXED ANNUITIES POSITION: SALESMAN. NATURE: LIFE INSURANCE/FIXED ANNUITIES INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 2 START DATE: 01/26/2012 ADDRESS: 16241 N. FLORIDA AVE, LUTZ FL 33549 DESCRIPTION: SELLING LIFE INSURANCE AND FIXED ANNUITIES HARRIS CONSULTING INC. POSITION: President NATURE: S- Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 9717 49th Ave North, St. Petersburg FL 33708, United States DESCRIPTION: S-Corp set up for tax filing purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-17 |
Reach out to this advisor