Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-05 |
| TX | RA | APPROVED | 2026-07-24 |
Branch Locations
822 North Highway A1A Suite 109, Ponte Vedra Beach, FL 32082-3260 • United States
Neptune Beach, FL • United States
822 A1A N Suite 100, Ponte Vedra Beach, FL 32082-3286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Golf Club Of South Hampton | Saint Johns | FL | 05/2017 | 08/2017 |
| Caddie Master Inc | Ponte Vedra Beach | FL | 08/2017 | 01/2024 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 06/2024 | 07/2024 |
| Unemployed | Neptune Beach | FL | 03/2026 | 05/2026 |
| Nuventure Financial Group | Jacksonville | FL | 02/2025 | 03/2026 |
| Extended Travel | Los Angeles | CA | 05/2016 | 05/2017 |
| Florida Financial Advisors | Jacksonville | FL | 02/2024 | 07/2024 |
| Fidelity Investments | Ponte Vedra Beach | FL | 08/2024 | 02/2025 |
| Fidelity Investments | Ponte Vedra Beach | FL | 05/2026 | Present |
| Dll Group | Jacksonville | FL | 01/2020 | 06/2020 |
| Par-Tee Anywhere | Jacksonville | FL | 07/2022 | 12/2023 |
| Ae Wealth Management | Kansas | FL | 03/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-14 |
| S65 | Uniform Investment Adviser Law Examination | 2024-01-26 |
Reach out to this advisor