Best Investors
Account
Sign in
Best Investors
Account
Sign in
9130 Galleria Court Third Floor, Naples, FL 34109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-12-11 |
Branch Locations
9130 Galleria Court Third Floor, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Sarasota | FL | 05/2016 | 12/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 12/2018 |
| Cwa Asset Management | Naples | FL | 12/2018 | Present |
Name of Business: JIE LLC Investment Related: Yes Address of other Business: Florida Nature of Business: Ecommerce Sales Your Position: Managing Partner Title: Managing Partner Start Date: 1/15/2023 Approximate number of hours/month devoted to the other business: .5 Number of hours you devote to the business during securities trading hours: 0 Duties: Ecommerce Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-15 |
Reach out to this advisor