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 | 2019-03-29 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
9425 Old Club Road Suite 3, Parkland, FL 33076 • 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 | Boca Raton | FL | 05/2016 | 05/2019 |
| Independent Financial Partners | Tampa | FL | 03/2019 | Present |
| Ifp Securities, Llc | Boca Raton | FL | 05/2019 | Present |
(1) 06/16/2016 - Monshi and Associates - Business Entity For Tax/Investment Purposes Only - INV REL - START 05/12/2016 - 7000 W Palmetto Park Rd, Ste 210, Boca Raton, FL 33433 - Commissions and fees from IFP Advisors. - 0 HR/MO - Business Entity For Tax/Investment Purposes Only (2) Monshi & Associates - investment related - 9425 OLD CLUB ROAD #3 PARKLAND FL 33076 - owner - start date Jan 12, 2016 - 160 hours/month during trading - General oversight and management of client assets.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-27 |
Reach out to this advisor