Best Investors
Account
Sign in
Best Investors
Account
Sign in
10199 Southside Blvd Suite 105, Jacksonville, FL 32256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-12 |
| FL | RA | APPROVED | 2025-12-04 |
Branch Locations
10199 Southside Blvd. Suite 105, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Advisory, Llc | Jacksonville | FL | 10/2021 | Present |
| Ae Wealth Management, Llc | Jacksonville | FL | 08/2017 | 01/2022 |
| Global Financial Private Capital, Llc | Jacksonville | FL | 10/2014 | 08/2017 |
| Heritage Financial Advisory, Llc | Jacksonville | FL | 01/2001 | Present |
Licensed Insurance Professional; same address; 80 hours per month, 80 hours during training.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-05 |
Reach out to this advisor