Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-08 |
| FL | RA | APPROVED | 2023-08-01 |
Branch Locations
1819 Main St Ste 230 [A8-Rbo], Sarasota, FL 34236 • United States
3131 66Th St N, Saint Petersburg, FL 33710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Solutions | St. Petersburg | FL | 10/2014 | 04/2017 |
| Transamerica Investors Securities Corporation | St. Petersburg | FL | 10/2014 | 12/2016 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 04/2017 | Present |
| Mission Lago West | Medford | OR | 04/2019 | 11/2021 |
| Tampa Window Shades | Tampa | FL | 11/2021 | Present |
Tampa Window Shades; not investment related; 3601 W Kennedy Blvd unit B Tampa FL 33609; Window treatments for homes and business'; employee; consultant; November 2021; about 10 hours a month; 0 hours during trading hours; I am just on retainer for consultation of large jobs and complex scenarios where I hold the experience necessary to advise.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-11 |
Reach out to this advisor