Best Investors
Account
Sign in
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-07 |
Branch Locations
14810 Tamiami Trail, North Port, FL 34287 • United States
12671 High Bluff Drive Suite 200, San Diego, CA 92130 • UNITED STATES
360 Central Ave., Suite 856, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atel Securities Corporation | San Francisco | CA | 12/2015 | 10/2016 |
| Sqn Securities, Llc | New York | NY | 10/2016 | 06/2019 |
| Skyway Capital Markets. Llc | Tampa | FL | 06/2019 | 11/2025 |
| Arkadios Capital | Atlanta | GA | 12/2020 | 08/2021 |
| Arkadios Wealth Advisors | Atlanta | GA | 12/2020 | 08/2021 |
| Dempsey Lord Smith, Llc | Rome | GA | 07/2021 | 11/2025 |
| Independent Financial Group, Llc | Port Charlotte | FL | 11/2025 | Present |
WEALTH RETIREMENT SOLUTIONS POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/03/2025 ADDRESS: 18501 Murdock Circle, Suite 301, Port Charlotte FL 33948, United States DESCRIPTION: BDA, Financial Advisory office 795 CRESTVIEW POSITION: Joint Owner Property NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/22/2025 ADDRESS: 795 Crestview, Port Charlotte FL 33948, United States DESCRIPTION: Me and wife own 50%, brother in law owns 50%, manage rental, fix issues etc CHIROPRACTIC & MASSAGE OF NORTH PORT POSITION: Wife's business NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2025 ADDRESS: 14942 S Tamiami Trl, North Port FL 34287, United States DESCRIPTION: Wife's Chiropractic business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-16 |
Reach out to this advisor