Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-14 |
| OK | RA | APPROVED | 2022-02-22 |
| TX | RA | APPROVED | 2022-02-17 |
Branch Locations
2130 Us Highway 27, Clermont, FL 34714 • United States
4110 Conroy Rd, Orlando, FL 32839 • United States
2720 Us 27N, Sebring, FL 33870 • United States
1350 6Th St. Nw, Winter Haven, FL 33881 • United States
1784 E. Silver Star Road, Ocoee, FL 34761 • United States
6105 Cypress Gardens Blvd, Winter Haven, FL 33884 • United States
4820 S Florida Ave, Lakeland, FL 33813 • United States
49551 Highway 27, Davenport, FL 33897 • United States
4136 Us Hwy 98 N, Lakeland, FL 33809 • United States
450 S. Orange Avenue, Floor 10, Orlando, FL 32801 • United States
3120 S. Kirkman Rd., Orlando, FL 32811 • United States
16705 State Road 50, Clermont, FL 34711 • United States
8670 Fenton St, Orlando, FL 32836 • United States
14403 Shoreside Way, Winter Garden, FL 34787 • United States
7674 Dr. Phillips Blvd, Orlando, FL 32819 • United States
220 Citrus Tower Blvd., Clermont, FL 34711 • United States
13730 W. Colonial Drive, Winter Garden, FL 34787 • United States
1812 W. Sand Lake Rd., Orlando, FL 32809 • United States
7860 Winter Garden Vineland Rd, Windermere, FL 34786 • United States
801 Deauville Drive, Orlando, FL 32808 • United States
9176 Conroy Windermere Rd, Windermere, FL 34786 • United States
2424 Edgewater Dr Floor 01, Orlando, FL 32804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc | Jacksonville | FL | 08/2005 | 01/2022 |
| Bank Of America, N.A. | Jacksonville | FL | 08/2005 | 01/2022 |
| J.P. Morgan Securities Llc | Orlando | FL | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-16 |
Reach out to this advisor