Best Investors
Account
Sign in
Best Investors
Account
Sign in
104 Se 1St Avenue Suite B, Ocala, FL 34471 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | The Villages | FL | 10/2011 | 02/2018 |
| United Advisors Services | New York | NY | 02/2018 | 08/2018 |
| Financial Services International Corp. | Edmonds | WA | 02/2018 | 08/2018 |
| Canopy 360 Wealth ,Llc | Ocala | FL | 08/2018 | Present |
Name of Business : Marco Polo Realty Nature of the Business: Real Estate Brokerage/Agent Position/Title: Real Estate Brokerage/Agent Investment Related: No Start Date: 09/30/2016 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: I have no responsibilities and have not received any income from this entity. My mother-n-law owns the business and listed me as an officer for estate planning purposes. Name of Business: RYPL, LLC Nature of the Business: Real estate holding company Position/Title: Manager Investment Related: Yes Start Date: 10/31/2025 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: Management of a real estate holding company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-21 |
Reach out to this advisor