Best Investors
Account
Sign in
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
| FL | RA | APPROVED | 2025-04-07 |
Branch Locations
1 Independent Drive, Suite 201, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 01/2022 | 09/2023 |
| Florida State University | Tallahassee | FL | 06/2017 | 04/2021 |
| College Fresh | Tallahassee | FL | 01/2019 | 11/2020 |
| Unemployed | Draper | FL | 04/2021 | 12/2021 |
| Ralph L. Wadsworth | Salt Lake City | UT | 05/2020 | 08/2020 |
| Hurricane Grill & Wings | Saint Johns | FL | 05/2018 | 08/2018 |
| Wendy's | Saint Johns | FL | 09/2016 | 12/2017 |
| Creekside High School | Saint Johns | FL | 08/2013 | 05/2017 |
| Morgan Stanley | Fernandina Beach | FL | 01/2023 | 03/2024 |
| Florida Financial Advisors | Jacksonville | FL | 03/2025 | Present |
| Unemployed | Saint Augustine | FL | 03/2024 | 03/2025 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 02/2026 | Present |
o Florida Financial Advisors. Investment Related. Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 04/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related. Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 04/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 02/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-06 |
Reach out to this advisor