Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-12-04 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2005-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Advisory Services, Inc. | Irving | TX | 09/1995 | Present |
| Lincoln Investment Planning, Inc. | Lutz | FL | 09/2005 | Present |
WEST COAST FINANCIAL POSITION: Sales rep/agent NATURE: life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1999 ADDRESS: 16241 N Florida Ave, Lutz FL 33456, United States DESCRIPTION: sell life insurance SAND BLASTING POSITION: Starting a sand blasting business for my son NATURE: Sand blasting INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2022 ADDRESS: 5514 Carbine Ct, New Port Richey FL 34655, United States DESCRIPTION: I will buy a sand blaster for him to start/run a small business. LIFE INSURANCE & FIXED ANNUITY POSITION: Agent NATURE: Life Insurance & Fixed Annuity INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 2/1/2012 ADDRESS: 16241 N. Florida Ave, Lutz FL 33549, United States DESCRIPTION: Sell fixed annuity and life insurance when appropriate FLORIDA STATE GUARD POSITION: Support Staff NATURE: Disaster Response INVESTMENT RELATED: No NUMBER OF HOURS: 72 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 2601 S Blair Stone Rd, Tallahassee FL 32301, United States DESCRIPTION: The Florida National Guard responds quickly and ensure that communities are provided with humanitarian assistance and disaster response services. The Florida State Guard is able to stay longer than the National Guard, at the discretion of the Governor, to provide humanitarian and disaster response services over a greater period of time--allowing the National Guard to return to other duties. The two forces complement each other.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-21 |
Reach out to this advisor