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
455 Fairway Drive Suite 220, Deerfield Beach, FL 33441 • 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 | 01/2005 | 05/2019 |
| Independent Financial Partners | Boca Raton | FL | 03/2019 | Present |
| Ifp Securities, Llc | Boca Raton | FL | 05/2019 | Present |
(1) 3/23/2006 - ACT IN A FIDUCIARY CAPACITY - NANCY LANZA TRUST - I AM GRANDSON TO PEGGY CUMMINS, WHO PASSED AWAY IN 2000. UPON HER DEATH HER ASSETS FLOWED INTO A RESIDUARY TRUST FOR MY MOTHER, NANCY LANZA, IN WHICH MYSELF AND MY SISTER ARE TRUSTEES. - TIME SPENT 1%. (2) 10/10/2012 - Lighthouse Point Financial - INV REL - Business Entity For Tax/Investment Purposes Only - NO TIME SPENT - ID# 42100. Ammending from DBA to Accounting purposes only. (3) 02/05/2016 * NO BUSINESS NAME * Real Estate Rental * NOT INV REL * 800 W Las Olas Blvd Ft. Lauderdale, FL 33312 * START 01/01/2012 * 1 HR/MO NOT DURING SECS TRDG HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 1996-01-15 |
Reach out to this advisor