Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-15 |
Branch Locations
3505 Lake Lynda Drive Suite 200, Orlando, FL 32817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Orlando | FL | 06/2026 | Present |
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2018 | 12/2019 |
| Market Trader's Institute Inc. | Orlando | FL | 06/2015 | 04/2018 |
| Td Ameritrade | Orlando | FL | 12/2019 | 01/2021 |
| Robinhood Financial | Lake Mary | FL | 01/2021 | 06/2023 |
| Robinhood Markets, Inc | Lake Mary | FL | 06/2022 | 06/2023 |
| Pershing Llc | Lake Mary | FL | 08/2025 | 06/2026 |
| Pershing Advisor Solutions Llc | Lake Mary | FL | 08/2025 | 06/2026 |
| Capitalize | New York | NY | 02/2024 | 06/2024 |
| Pershing Advisor Solutions (Contractor) | Lake Mary | FL | 07/2024 | 08/2025 |
| Unemployed | Winter Park | FL | 06/2023 | 02/2024 |
AGIA POSITION: Agent NATURE: Appointed as agent to sell non-securities Insurance products for AGIA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/08/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell non-securities Insurance products for AGIA ELEVATED INCEPTION LLC POSITION: Owner NATURE: Reselling luxury watches and jewelry. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2023 ADDRESS: 2649 Exuma Way, Winter Park FL 32792, United States DESCRIPTION: Procure and resell assets in the watch and jewelry industry. Maintain the bookeeping. I'm the only employee so I do all necessary business maintenance as well.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-08 |
Reach out to this advisor