Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-16 |
| TX | RA | APPROVED_RES | 2023-06-15 |
Branch Locations
100 Second Avenue South Suite 800, St. Petersburg, FL 33701-4337 • United States
Land O Lakes, FL • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Tampa | FL | 12/2015 | 06/2023 |
| Rbc Capital Markets, Llc | St. Petersburg | FL | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-12 |
Reach out to this advisor