Best Investors
Account
Sign in
Best Investors
Account
Sign in
230 S New York Ave Suite 200, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-09 |
| IL | RA | APPROVED | 2026-04-30 |
| NY | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED | 2026-04-30 |
Branch Locations
230 S New York Ave Suite 200, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Orlando | FL | 02/2018 | 02/2022 |
| Cgl Productions & Consulting, Llc | Orlando | FL | 06/2014 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2018 | 02/2022 |
| Cwm, Llc | Omaha | NE | 02/2022 | Present |
| Carson Wealth Management | Raleigh | NC | 02/2022 | 07/2024 |
| Capital Financial Services, Llc | Clifton Park | NY | 01/2023 | 12/2023 |
| Trillium Wealth | Winter Park | FL | 07/2024 | Present |
CGL Productions & Consulting, LLC. Not investment-related. 660 Northwood Cir Orlando FL 32789. Literary. Author, owner. During business hours: 0; After business hours: 1; Fiction novel author. Life Insurance Sales. Investment-related. Fig Life/LTC Insurance. Life Insurance Agent. APPX. HRS/MONTH: 5. % APPX HRS/MONTH DURING TRADING HOURS: 5%. Propose and sell life insurance/LTC to clients and prospects
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-01 |
Reach out to this advisor