Best Investors
Account
Sign in
Best Investors
Account
Sign in
Arlington, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-31 |
| OR | RA | APPROVED | 2024-12-17 |
| CA | RA | APPROVED | 2024-12-03 |
| TX | RA | APPROVED_RES | 2024-10-04 |
| AZ | RA | APPROVED | 2024-04-29 |
| CO | RA | APPROVED | 2023-08-01 |
| FL | RA | APPROVED | 2016-08-31 |
Branch Locations
4440 Pga Blvd. Suite 600, Palm Beach Gardens, FL 33410 • United States
Arlington, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veracity Financial Services (F/K/A Veracity Insurance Group) | Palm Beach Gardens | FL | 05/2012 | Present |
| Capital Markets Iq, Llc | Jupiter | FL | 08/2016 | Present |
1) Owner, Veracity Financial Services/member - vice president, investment related /start date April 2012/4440 PGA Blvd, Ste 600 Palm Beach Gardens, FL 33410 2) Owner, Veracity Advisers LLC, Palm Beach Gardens, FL, fixed insurance sales and business valuations, 20 hours per week; 10 during trading hours, start Jan 2024. Non- investment-related. Offers CPA team-based model services of Elite Resources Team, consulting with accounting firms and their customers to assist with tax planning and mitigation, risk management and estate planning. Non-investment related; 30% of time on this activity per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-22 |
Reach out to this advisor