Best Investors
Account
Sign in
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-24 |
Branch Locations
3777 Tamiami Trail North Suite 100, Naples, FL 34103 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Bonita Springs | FL | 05/2018 | 05/2026 |
| Bank Of America, N.A | Ft. Myers | FL | 04/2005 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bonita Springs | FL | 02/2006 | 05/2026 |
| Keybank Na | Naples | FL | 05/2026 | Present |
| Key Investment Services Llc | Brooklyn | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-03 |
Reach out to this advisor