Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-17 |
| TX | RA | APPROVED_RES | 2024-10-16 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Sarasota | FL | 04/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 11/2016 | 06/2017 |
| Northern Trust Bank | Sarasota | FL | 07/2017 | 02/2021 |
| Northern Trust Securities, Inc. | Sarasota | FL | 07/2017 | 02/2021 |
| Raymond James & Associates, Inc. | Sarasota | FL | 02/2021 | 10/2024 |
| Morgan Stanley | Sarasota | FL | 10/2024 | Present |
*702489- renting out my house; Investment related - Yes; SARASOTA, Florida; Rental Property; Employee (proprietor, partner, officer, director, employee, trustee, agent);07/2026; During business hours: 0; After business hours: 4; HOME OWNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-09 |
Reach out to this advisor