Best Investors
Account
Sign in
34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-07 |
Branch Locations
11141 E Sr 70, Bradenton, FL 34202 • United States
2035 Cattlemen Rd., Sarasota, FL 34232 • United States
13040 Sr 64 E, Bradenton, FL 34212 • United States
6556 University Pkwy, Sarasota, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 11/2021 | 07/2026 |
| Bank Of America N.A. | Tampa | FL | 06/2018 | 11/2021 |
| Autonation | Tampa | FL | 04/2014 | 06/2018 |
| Fifth Third Bank | Sarasota | FL | 07/2026 | Present |
| Fifth Third Securities | Sarasota | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-10 |
Reach out to this advisor