Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-20 |
| FL | RA | APPROVED | 2025-08-11 |
| TX | RA | APPROVED_RES | 2025-08-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 11/2014 | 12/2017 |
| Girard Securities | Deland | FL | 11/2014 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2017 | 12/2017 |
| Ameriprise Financial Services Inc | Deland | FL | 12/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Deland | FL | 03/2020 | 08/2025 |
| Osaic Wealth, Inc | Sarasota | FL | 08/2025 | Present |
1. Real Estate Ownership; Single Family; 2685 Temple St, , Sarasota, FL, 34239; Not Investment-Related; 05/01/2012. Business Ownership; MEL LLC; Buying, fixing and selling airplanes and Jets.; Aviation related. Purchase repair and sell airplanes and jets.; 2685 Temple St Sarasota, FL 34239, ,; Not Investment-Related; 06/01/2008; 1 to 9 hours per month; 0 during trading hours / Arlington St FL LLC; Co-owner; Property Rental; 2736 Arlington ST , , Sarasota, FL, 34239; Not Investment-Related; 03/25/2017; 1 to 9 hours per month; 0 during trading hours / MESE & Associates LLC; Ameriprise FA; Account for Compensation from Ameriprise Financial; 120 S Woodland Blvd , , Sarasota, FL, 34239; Investment-Related; 12/07/2017; 60 hours per month; 40 to 59 during trading hours / National PTSD Service Association DBA Canines for Heroes; We supply and matching up veterans, Police, Firemen, EMS and First responders withTrained Service dogs for PTSD; Supplying and matching up veterans, Police, Firemen, EMS and First responders diagnosed with PTSD with Trained Service dogs. ; 2685 Temple St, , Sarasota, FL, 34239; Not Investment-Related; 05/01/2015; 20 to 39 hours per month; 0 during trading hours. 2. ARLINGTON ST FL LLC POSITION: President NATURE: LLC with my Wife Real-estate Rental We own the property and use as a vacation rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: 2736 Arlington St, Sarasota FL 34239, United States DESCRIPTION: We use VRBO to rent the property. Answering emails and calls from RENTERS and potential RENTALS. Purchase supplies. Arrange cleaning and maintenance 3. MEL LLC POSITION: Member Owner NATURE: Purchase Repair Sell 4. Airplanes INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2008 ADDRESS: 2685 TEMPLE ST, Sarasota FL 34239, United States DESCRIPTION: Purchase Aircraft Arrange for modification or repairs Advertise plane for sale Demonstrate airplane Paperwork for sale of the plane 5. CANINES FOR HEROES POSITION: Founder/Vice President NATURE: Provide and train service dogs for Veterans and first responders diagnosed with PTSD. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2016 ADDRESS: 2685 TEMPLE ST, Sarasota FL 34239, United States DESCRIPTION: Meeting Veterans and first responders to determine eligibility and Needs. Fund raising meetings and speaking engagements. Meeting with donors. Meeting with Trainers Locating dogs Getting dogs Delivering Dogs Reviewing dog training 6. MESE AND ASSOCIATES LLC POSITION: Managing Member NATURE: LLC S Corp for tax purposes only INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2014 ADDRESS: 2685 TEMPLE ST, Sarasota FL 34239, United States DESCRIPTION: Book keeping and management of LLC 7. CREATIVE FINANCIAL NETWORK POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/02/2025 ADDRESS: 5310 Nw 33rd Ave, Suite 206, Fort Lauderdale FL 33309, United States DESCRIPTION: Sell fixed insurance Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-23 |
Reach out to this advisor