Best Investors
Account
Sign in
24311 Walden Center Dr Suite 200, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-24 |
| IL | RA | APPROVED | 2025-02-18 |
Branch Locations
24311 Walden Center Dr Suite 200, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Naples | FL | 07/2017 | 02/2025 |
| Regions Bank | Naples | FL | 07/2016 | 07/2017 |
| Nova Wealth Management, Inc | Bonita Springs | FL | 02/2025 | Present |
| Nova Tax Advisors | Bonita Springs | FL | 09/2025 | Present |
Tax Preparation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-16 |
Reach out to this advisor