Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-03 |
| TX | RA | APPROVED | 2025-12-02 |
Branch Locations
100 S Ashley Dr 9Th Fl [F6-Rbo], Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2005 | 07/2017 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2011 | 07/2017 |
| Allstate Insurance Company | Jacksonville | FL | 01/2019 | 11/2019 |
| Black Diamond/Ss&C Technologies | Jacksonville | FL | 11/2017 | 08/2018 |
| Unemployed | Jacksonville | FL | 07/2017 | 11/2017 |
| Jazz It Down | Jacksonville | FL | 08/2018 | 03/2020 |
| On You Fashions | Orange Park | FL | 01/2019 | 01/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 11/2019 | 03/2021 |
| Community First Credit Union Of Florida | Jacksonville | FL | 11/2019 | 03/2021 |
| Morgan Stanley | Temple Terrace | FL | 06/2021 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 10/2022 | 12/2025 |
| Bank Of America, N.A. | Tampa | FL | 11/2022 | 12/2025 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 12/2025 | Present |
Rental Property; Investment related Yes; Jacksonvilee, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2009; During business hours: 0; After business hours: 5; Property Management, Accounting/Bookkeeping RENTAL PROPERTY -JOHNSON ; INV RELATED; JACKSONVILLE,FL; RENTAL INCOME;100% OWNERSHIP; START DATE: 02/15/2013; 1 HRS PER MONTH; 0 HRS DURING TRADING;| TACCARA ; NOT INV RELATED; WESLEY CHAPEL,FL; MAKE CUSTOM TSHIRTS;100% OWNERSHIP; START DATE: 12/15/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-05 |
Reach out to this advisor