Best Investors
Account
Sign in
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 | 2026-04-20 |
Branch Locations
100 2Nd Ave S, Saint Petersburg, FL 33701 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED | 2025-01-08 |
Branch Locations
100 2Nd Ave S Ste 400N, St. Petersburg, FL 33701 • United States
4030 W Boy Scout Blvd Ste 150, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Sarasota | FL | 08/2014 | 11/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 11/2021 |
| Charles Schwab & Co., Inc. | Sarasota | FL | 11/2021 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bradenton | FL | 12/2022 | 01/2024 |
| Bank Of America, N.A. | Bradenton | FL | 01/2023 | 01/2024 |
| Raymond James & Associates, Inc | St. Petersburg | FL | 01/2024 | 01/2025 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 01/2025 | Present |
| Wells Fargo Advisors Financial Network | Saint Petersburg | FL | 04/2026 | Present |
THE PLANTED LAUREL SHOP; NOT INVESTMENT RELATED; BRADENTON, FL; 100% OWNER; 01/22/2024; 1 HOUR PER MONTH; NO HOURS DURING TRADING HOURS; ETSY SHOP SELLING PRE-OWNED GOODS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-07 |
Reach out to this advisor