Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-03 |
| FL | RA | APPROVED | 2022-09-07 |
Branch Locations
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States
1401 Manatee Avenue West Suite 1110, Bradenton, FL 34205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisor, Inc. | Tampa | FL | 08/2016 | 03/2017 |
| Usaa Financial Planning Service Insurance Agency, Inc. | Tampa | FL | 12/2013 | 10/2016 |
| Usaa Financial Planning Services | Tampa | FL | 10/2016 | 03/2017 |
| Scentsy | Meridian | ID | 08/2015 | 01/2019 |
| Ubs Financial Services Inc. | Tampa | FL | 03/2017 | 10/2018 |
| Navy Federal Credit Union | Tampa | FL | 10/2018 | 10/2019 |
| Ubs Financial Services Inc. | Tampa | FL | 10/2019 | 08/2022 |
| Morgan Stanley Smith Barney Llc | Bradenton | FL | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-10 |
Reach out to this advisor