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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-03 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
5732 Main St. Ste. 2, Williamsville, NY 14224 • 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 |
|---|---|---|---|---|
| Key Investment Services Llc | Buffalo | NY | 07/2013 | 11/2019 |
| Ifp Securities, Llc | Tampa | FL | 11/2019 | Present |
| Independent Financial Partners | Tampa | FL | 11/2019 | Present |
(1) Harbor Wealth Advisors; DBA; Investment related; 5732 Main St, Williamsville, NY 14221; Owner; Financial Advising business. Provide financial advice, including financial planning and investment advice to clients; Start 11/6/19; 200 hrs/mo, 130 hrs/mo during trading. (2) The Pinnacle Group; Investment related; 12724 Gran Bay Pkwy, Lakeside 1, Suite 150, Jacksonville, FL 32258; Fixed insurance; Agent; Using Pinnacle for fixed insurance/annuity needs; Start 7/28/2022, 5 hours/month; 5hours/month during trading hours. (3) Specific Solutions - investment related - 475 International Drive - Fixed Insurance - agent - start date April 22, 2024 - 5 hours/month - 5 hours/month during trading - Fixed insurance business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-13 |
Reach out to this advisor