Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
Branch Locations
300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arthur J. Gallagher | Birmingham | MI | 05/2013 | 02/2022 |
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 02/2022 |
| Pricewaterhousecoopers Llp (Pwc Us) | Tampa | FL | 02/2022 | 06/2024 |
| Newport Group Consulting, Llc | Lake Mary | FL | 11/2024 | Present |
| Ascensus Broker Dealer Services, Llc | Lake Mary | FL | 11/2024 | Present |
| N/A | Saint Petersburg | FL | 07/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-25 |
Reach out to this advisor