Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-28 |
Branch Locations
1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2014 | 02/2019 |
| The Prudential Insurance Company Of America | Boca Raton | FL | 08/2019 | 11/2019 |
| Pruco Securities, Llc | Boca Raton | FL | 08/2019 | 11/2019 |
| Veritas Farms | Ft. Lauderdale | FL | 02/2019 | 08/2019 |
| Newbridge Securities Corporation | Boca Raton | FL | 01/2020 | 02/2023 |
| Wet Outdoors | Delray Beach | FL | 03/2023 | 06/2023 |
| Symmetry Financial | Delray Beach | FL | 07/2023 | 10/2023 |
| Unemployed | Delray Beach | FL | 10/2023 | 04/2024 |
| Hobby Lobby | Delray Beach | FL | 04/2024 | 05/2024 |
| Home Depot | Delray Beach | FL | 05/2024 | 12/2024 |
| Us Health | Delray Beach | FL | 12/2024 | 02/2025 |
| Newbridge Securities Corporation | Boca Raton | FL | 02/2025 | Present |
| Newbridge Financial Services Group | Boca Raton | FL | 02/2025 | Present |
INSURANCE: BOCA RATION, FLORIDA, 1/27/2020, INSURANCE AGENT/INSURANCE SALES FOR LIFE, HEALTH AND VARIABLE ANNUITY BUSINESS, INVESTMENT RELATED, 2 HOURS PER WEEK.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-17 |
| S66 | Uniform Combined State Law Examination | 2011-06-06 |
Reach out to this advisor