Best Investors
Account
Sign in
Best Investors
Account
Sign in
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-12 |
| TX | RA | APPROVED | 2024-07-10 |
Branch Locations
3301 Northland Dr Suite 405, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Texas Financial Advisors | Austin | TX | 07/2024 | Present |
| S.G. Long & Company | Missoula | MT | 05/2023 | 06/2024 |
| Costco Wholesale | Missoula | MT | 10/2020 | 05/2023 |
| College | Huntington Beach | CA | 08/2019 | 08/2020 |
| Mackenzie River Pizza | Missoula | MT | 02/2019 | 07/2019 |
| Sentinel High School | Missoula | MT | 08/2015 | 05/2019 |
| Trinity Wealth Securities, Llc | Austin | TX | 12/2024 | Present |
Florida Financial Advisors (DBA Texas Financial Advisors). Investment Related. Austin, TX 78730. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Texas Financial Advisors). Not Investment Related. Austin, TX 78730. Nature of Business: Fixed Insurance Sales. 07/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Austin, TX 78730. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 12/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-06 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-11 |
Reach out to this advisor