Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-10 |
| TX | RA | APPROVED | 2024-07-09 |
Branch Locations
1320 Venice Avenue E, Venice, FL 34285 • United States
401 S Tamiami Trl, Venice, FL 34285 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| All Pets Clinic | Bradenton | FL | 06/2014 | 12/2016 |
| Northwestern Mutual | Milwaukee | WI | 01/2017 | 01/2019 |
| Northwestern Mutual Investment Services, Llc | Sarasota | FL | 01/2017 | 03/2018 |
| Northwestern Mutual Investment Services, Llc | Sarasota | FL | 03/2018 | 01/2019 |
| Mml Investors Services, Llc | Tampa | FL | 06/2019 | 10/2019 |
| Edward Jones | St. Louis | MO | 11/2019 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bradenton | FL | 12/2022 | 06/2024 |
| Coastal Wealth Mass Mutual | Tampa | FL | 06/2019 | 10/2019 |
| Unemployed | Bradenton | FL | 07/2021 | 11/2022 |
| Bank Of America, N.A. | Bradenton | FL | 12/2022 | 06/2024 |
| Jpmorgan Chase Bank, N.A. | Lakewood Ranch | FL | 07/2024 | Present |
| J.P. Morgan Securities Llc | Lakewood Ranch | FL | 07/2024 | Present |
| Unemployed | Bradenton | FL | 02/2019 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-02 |
Reach out to this advisor