Best Investors
Account
Sign in
Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-10-24 |
Branch Locations
430 West 5Th Street Suite 309, Panama City, FL 32401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustmark National Bank | Panama City | FL | 03/2007 | 11/2017 |
| Unemployed | Panama City | FL | 11/2017 | 12/2017 |
| Axa Advisors, Llc | New York | NY | 12/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 12/2017 | Present |
1) DBA of Bluewater Wealth Strategies. PANAMA CITY KIWANIS CLUB, PANAMA CITY, FL 32402, 06/01/2007, MEMBER, VOLUNTEER WORK, 5 HRS PER MONTH. NOT INVESTMENT RELATED. BLUEWATR WEALTH STRATEGIES, LLC 430 W.5TH ST SUITE 309, PANAMA CITY, FL 32401, OWNER/ 01/01/2024, 40 HRS/MO. Gulf Coast State College Foundation 5230 W Hwy 98 Panama City, FL 32401, Board Member, Oversee activities of the foundation to include its mission of running a scholarship program providing educational opportunities to deserving students, and to enhance the educational programs and student services available at Gulf Coast State College, attend monthly meetings and serve on select committees to include the Finance committee. 02/24/2025, 4HRS/MO. Not investment related; POA for Spouse, 11/03/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-18 |
Reach out to this advisor