Best Investors
Account
Sign in
111 W. Oak Avenue Ste 450, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal United Mortgage, Llc | Mason | OH | 09/2019 | 06/2022 |
| Keurig/ Dr. Pepper | Cincinnati | OH | 12/2018 | 09/2019 |
| Student | Cincinnati | OH | 09/2010 | 12/2018 |
| Waterstone Investment Counsel, Llc | Cincinnati | OH | 07/2022 | 08/2023 |
| Walser Wealth Management | Tampa | FL | 11/2023 | Present |
INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; TAMPA, FL; INSURANCE SALES (LIFE & ANNUITIES); INSURANCE AGENT; 11/2023; 40 HRS/WK DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-09 |
Reach out to this advisor