Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 East Las Olas Boulevard 19Th Floor, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-10 |
| CO | RA | APPROVED | 2024-12-23 |
| NJ | RA | APPROVED | 2023-09-01 |
| CA | RA | APPROVED | 2023-08-28 |
| GA | RA | APPROVED | 2023-08-28 |
| NY | RA | APPROVED | 2023-08-25 |
| FL | RA | APPROVED | 2022-04-29 |
Branch Locations
200 S Biscayne Blvd 7Th & 8Th Floors, Miami, FL 33131 • United States
200 East Las Olas Boulevard 19Th Floor, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Coral Gables | FL | 01/2016 | 12/2021 |
| Provenance Wealth Advisors | Miami | FL | 12/2021 | Present |
| Raymond James Financial Services, Inc. | Miami | FL | 12/2021 | 08/2023 |
| Raymond James Financial Services Advisors, Inc. | Miami | FL | 12/2021 | 08/2023 |
| Tupeloaks Farm Llc | Miami | FL | 02/2022 | Present |
| Pwa Securities, Llc | Miami | FL | 08/2023 | Present |
(1)Name of Business: Tupeloaks Farm LLC Address: 200 S Biscayne Boulevard, Miami, FL, 33131-5351, United States Activity Type: Support Company - Owner Position/Title: Other Non Investment Related: Yes Start Date: 02/07/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC was created for tax reporting purposes to process fees from PWA. (2)Name of Business: Provenance Wealth Advisors LLC Address: 200 S Biscayne Boulevard, Miami, FL, 33131-5351, United States Activity Type: RIA - Owner Position/Title: Investment Advisor Non Investment Related: Yes Start Date: 02/07/2022 Hours per month devoted to this business: 40 Hours per month devoted to this business during trading hours: 40 Description of duties: Financial Planning through independent RIA Provenance Wealth Advisors, LLC. (3) Name of Business: Non Variable Insurance- Address: 200 S Biscayne Blvd Miami, FL 33131- Ins Agent Business: insurance and fixed insurance - Start: 12/6/2021 (4) Name of Business: Referral Fees - Address: 200 S. Biscayne Blv Miami, Fl 33131 Business: Referrer of business to CPA firm Berkowitz Pollack Brant - Start 8/28/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-18 |
Reach out to this advisor