Best Investors
Account
Sign in
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-31 |
Branch Locations
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Turner Financial Group, Inc. | Pace | FL | 01/2016 | 08/2017 |
| Trac Asset Management Llc | Vero Beach | FL | 08/2017 | 09/2018 |
| Smartlife Financial Group Llc Fka Davenport Wealth Management | Stuart | FL | 08/2018 | 03/2022 |
| Fortress Financial Holding Inc. | Stuart | FL | 08/2018 | 03/2022 |
| Hammond Asset Management Llc | Sarasota | FL | 03/2022 | Present |
LIFE, HEALTH, AND ANNUITY LICENSE; INVESTMENT-RELATED; STUART, FL; INSURANCE AGENT; 2/2015; THE INSURANCE BUSINESS WILL BE LESS THAN 10% OF MY TIME AND WILL JUST BE A PART OF THE OVERALL FINANCIAL PLANNING FOR MY INVESTMENT ADVISORY CLIENTS. NO OTHER CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-29 |
Reach out to this advisor