Best Investors
Account
Sign in
Best Investors
Account
Sign in
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2007-07-23 |
Branch Locations
1811 North Belcher Rd Suite 1-3, Clearwater, FL 33765 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Tampa | FL | 09/2009 | 05/2019 |
| Independent Financial Partners | Clearwater | FL | 07/2007 | Present |
| Ifp Securities, Llc | Clearwater | FL | 05/2019 | Present |
(1) 09/27/2010 DBA ONLY INTEGRATED WEALTH MANAGEMENT, LLC. TAMPA, FL (2) 01/03/2011 NONVARIABLE INSURANCE WHOLE LIFE, TERM & FIXED ANNUITIES 10% OF TIME SPENT TAMPA, FL (3) KOLLER WEALTH MANAGEMENT, INC YES 3030 N ROCKY POINT DRIVE WEST, SUITE 700 TAMPA, FL 33607 DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 01/01/1999 160 HRS/MO (4) AJC Insurance, LLC - not investment related - 4546 Clearwater Harbor Drive N - AJC was formed as a tax entity. It serves as a way to separate insurance business from an accounting perspective - owner - start date July 7, 2020 - No current duties. Serves as a tax entity to process insurance commissions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-08 |
Reach out to this advisor