Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-04 |
| TX | RA | APPROVED | 2023-08-03 |
Branch Locations
5011 Gate Parkway Suite 200 Building 100, Jacksonville, FL 32256 • United States
602 S Main St [Office Of Convenience], Gainsville , FL 32601 • 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 |
|---|---|---|---|---|
| M Holdings Securitites, Inc. | Portland | OR | 05/2014 | 10/2017 |
| Wells Fargo Clearing Services Llc | Jacksonville | FL | 10/2017 | 08/2023 |
| Wells Fargo Advisors Financial Network, Llc | Jacksonville | FL | 08/2023 | Present |
THE RIVER CLUB, INV RELATED, JACKSONVILLE, FL, BOARD MEMBER, START DATE 1/3/2023, 1 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO DISCUSS MEMBERSHIP, ORGANIZING SOCIAL EVENTS.| ALEXANDER BLAKE GROUP, LLC; INV. RELATED; JACKSONVILLE,FL; 100% OWNERSHIP; START DATE 04/12/2023; NUMBER OF HOURS PER MONTH 240; NUMBER OF HOURS DURING TRADING 240; FINET PRACTICE.| EAST COAST BULL GATOR, LLC; INV RELATED; JACKSONVILLE, FL; FORMED TO COMBINE FLORIDA GATOR FOOTBALL TICKET ACCOUNTS; 100% OWNERSHIP; START DATE 03/24/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING BRIDGEMONT INSURANCE PARTNERS; INV RELATED;JACKSONVILLE,FL; FINET INSURANCE;50% OWNERSHIP; START DATE: 04/30/2026; 5 HRS PER MONTH; 5 HRS DURING TRADING; RENTAL PROPERTY - 9119 SW 52ND AVE, APT 301-C ; INV RELATED; GAINESVILLE, FL; I USE IT WHEN IN TOWN, WILL LIST FOR STR WHEN I AM NOT THERE ;100% OWNERSHIP% OWNERSHIP; START DATE: 02/11/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-12 |
| S65 | Uniform Investment Adviser Law Examination | 2017-03-11 |
Reach out to this advisor