Best Investors
Account
Sign in
Best Investors
Account
Sign in
5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-12 |
| TX | RA | APPROVED_RES | 2026-03-10 |
Branch Locations
5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 06/2018 | 08/2019 |
| Unemployed | Omaha | NE | 01/2008 | 10/2017 |
| Island Company | Naples | FL | 09/2018 | 09/2019 |
| Securities America | La Vista | NE | 10/2017 | 01/2018 |
| Unemployed | Naples | FL | 01/2018 | 06/2018 |
| Janney Montgomery Scott Llc | Naples | FL | 08/2019 | 08/2023 |
| 120 Lino | Naples | FL | 02/2023 | 12/2023 |
| Raymond James & Associates, Inc | Naples | FL | 08/2023 | 02/2026 |
| Rouze | Naples | FL | 03/2023 | Present |
| Paradise Wealth Management | Naples | FL | 06/2018 | 08/2019 |
| Moran Wealth Management | Naples | FL | 02/2026 | Present |
(1)Name of Business: Rouze Address: 494 5th St S, Naples, FL, 34102, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: retail sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-16 |
Reach out to this advisor