Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-26 |
Branch Locations
128 Union St Ste 207-A, New Bedford, MA 02740 • United States
25400 Us Hwy 19 N Ste 158-C, Clearwater , FL 33763 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | St Louis | MO | 04/1996 | 07/2018 |
| Retired | St Louis | MO | 07/2018 | 10/2019 |
| Retired | Ft Myers | FL | 10/2019 | 11/2024 |
| Pfs Investments Inc. | New Bedford | MA | 04/2025 | Present |
| Primerica Financial Services | New Bedford | MA | 10/2024 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services Condo Rental, Investment Related, Owner, St Louis, MO 63129, Property Rental, 08/2016 to present, 2 hours per month (30 minutes per month during securities trading hours) Condo Rental, Investment Related, Owner, St Louis, MO 63129, Property Rental, 08/2008 to present, 2 hours per month (30 minutes per month during securities trading hours) Pueblo Bonito Timeshare Rentals, Investment Related, Owner, Cabo San Lucas, MX, Uses points to reserve resort rooms then resells reservations at a profit, 01/2023 to present, 8 hours per month (2 hours per month during securities trading hours) Rockwell Kingman Publishing LLC, Not Investment Related, Owner, Yarmouth Port, MA 02675, Used to publish book for children, 10/2024 to present, 1 hour per month (0 hours during securities trading hours) Bartholemew and the Summer of Grace, Not Investment Related, Author, Yarmouth Port, MA 02675, Book for school aged children, 10/2024 to present, 24 hours per month (12 hours per month during securities trading hours) K2 Property Group, LLC, Investment Related, Managing Member, St Louis, MO 63129, Property rental, 01/2023 to present, 2 hours per month (30 minutes during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-14 |
Reach out to this advisor