Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-22 |
Branch Locations
515 E Las Olas Blvd Fl 7, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Boca Raton | FL | 11/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 12/2015 | 09/2018 |
| Wells Fargo Bank, Na | Fort Lauderdale | FL | 11/2016 | 03/2022 |
| Jpmorgan Chase Bank, Na | Fort Lauderdale | FL | 03/2022 | 09/2025 |
| Jpmorgan Securities Llc | Fort Lauderdale | FL | 03/2022 | 09/2025 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 01/2020 | 03/2022 |
| Truist Investment Services, Inc. | Ft.LAuderdale | FL | 09/2025 | Present |
| Truist Advisory Services, Inc. | Ft. Lauderdale | FL | 09/2025 | Present |
FRIENDS OF WLRN POSITION: BOARD NATURE: WLRN IS A PUBLIC MEDIA NEWS PLATFORM OPERATING IN THE LOCAL AREA AS A NON-PROFIT. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: FORT LAUDERDALE FL, United States DESCRIPTION: I SERVE ON THEIR EXECUTIVE BOARD AND FINANCE COMMITEE. MY DUTIES INCLUDE REVIEWING STRATEGIC INIAITIVES OF THE ORGANIZATION. NO INVESTMENT GUIDANCE IS PROVIDED. THERE IS AN OUTSIDE FIRM THAT HANDLES ALL INVESTMENT ACTIVITY. BOCA BOWL EXECUTIVE BOARD POSITION: Board of Directors NATURE: The Boca Bowl is owned by ESPN Events. The executive board is responsible for elevating the football experience and engaging the public in awareness and attendance. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2025 ADDRESS: Boca Raton FL, United States DESCRIPTION: Meeting and Event Attendance. Promotion of charitable impact.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-24 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-30 |
Reach out to this advisor