Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Miami | FL | 10/1992 | 09/2025 |
| All In One | Miami | FL | 02/2012 | Present |
| Ready Mortgage Lenders, Llc | Miaki | FL | 12/2014 | Present |
| Avantax Advisory Services | Miami | FL | 09/2015 | 09/2025 |
| Cirton Bermuda Trust | Miami | FL | 02/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Miami | FL | 09/2025 | Present |
1) Fiduciary Appointment-Trustee~'NIR'~7765 SW 87th Avenue, Suite 201~Miami~FL~33173~12/5/2016~10hrs~5hrs~Investment help/advice|Ash Property Group Inc.~'NIR'~4000 Ponce De Lean #470~Coral Gables~FL~33146~Real Estate/Mortgage/Title Services/Appraisal~Real Estate Sales Associate~1/1/2011~5hrs~0hrs~Sales Associate|David R. Smith, CPA~'NIR'~7765 SW 87 th Avenue , Suite 201~Miami~FL~33713~Tax Preparation/Accounting~Tax Preparation/Accounting~6/15/1990~35hrs~5hrs~Owner|Ready Mortgage Lenders, LLC~'NIR'~7840 SW 40 Street, Suite 400~Miaki~FL~33155~Real Estate/Mortgage/Title Services/Appraisal~Other~12/30/2014~1hrs~0hrs~Loan Originator|Fiduciary Appointment-Power of Attorney~'NIR'~7765 SW 87 TH AVENUE, SUITE 201~MIAMI~FL~33173~1/1/2018~10 HOURS A MONTHhrs~10 HOURShrs~INVESTMENTS TRADING MANAGING AFFAIRS|Holmquist LLC~'NIR'~720 Ne 69th Steet APT 23 N~Miami~FL~33141~Real Estate/Mortgage (I.E. Sales Agent/Broker, Mortgage Originator)~Agent~8/5/2016~0hrs~0hrs~Licensed real estate associate|Cirton Bermuda Trust~'NIR'~7765 SW 87 th Avenue,Suite201~Miami~FL~33173~Rental Property~Other~2/8/2019~0hrs~0hrs~i am solely a beneficiary|Citron, LLC~'NIR'~7765 SW 87 th Ave,Suite201~Miami~FL~33173~Other~Owner~3/20/2020~10hrs~10hrs~PROVIDE WORKERS TO ASSIST WITH BACK END OF BUSINESS.| 2) INDEX ANNUITY POSITION: AGENT NATURE: FIXED INDEXED ANNUITY PLUS LIFE TIME BENEFIT RIDEREAGLE SELECT INCOME FOCUS INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 06/08/2023 ADDRESS: 7765 SW 87 th Avenue, Suite 201, Miami FL 33173, United States DESCRIPTION: PRESENTAION AND EXPLAINATION OF CONTRACT SO CUSTOMERS / CLIENTS CAN MAKE INFORMED DECISIONS 3) BERCANA GROUP LTD; Power of Attorney; Fiduciary Appointment; NIR; 10; 01/01/2018; 7765 SW 87 TH AVENUE, SUITE 201 MIAMI FL 33173; INVESTMENTS TRADING MANAGING AFFAIRS 4) Limited POA Donna Hughes; Trustee; Fiduciary Appointment; NIR; 5; 12/05/2016; 7765 SW 87th Avenue, Suite 201 Miami FL 33173; Investment help/advice
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-02-14 |
Reach out to this advisor