Best Investors
Account
Sign in
Best Investors
Account
Sign in
2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbks Wealth Advisors | Sarasota | FL | 03/2023 | Present |
| Mertz Taggart | Ft Myers | FL | 08/2020 | 05/2022 |
| Florida Gulf Coast University | Ft Myers | FL | 08/2020 | 08/2022 |
| Florida Southwestern Community College | Ft Myers | FL | 08/2019 | 08/2020 |
| Palm Beach State College | Boca Raton | FL | 08/2018 | 05/2019 |
| West Boca Raton Community High School | Boca Raton | FL | 08/2017 | 05/2019 |
| Barron Collier High School | Naples | FL | 08/2015 | 05/2017 |
| Unemployed | Sarasota | FL | 08/2022 | 03/2023 |
| Unemployed | Estero | FL | 05/2019 | 08/2019 |
| Unemployed | Naples | FL | 05/2017 | 08/2017 |
| Hbk Sorce Insurance Llc | Canfield | OH | 09/2025 | Present |
HBK Sorce Insurance LLC. Investment Related. 6603 Summit Dr, Canfield, OH 44406. Insurance Agency. Insurance Agent. 09/2025. 1 hr per month. 1 hr during trading. Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-16 |
Reach out to this advisor