Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-06 |
| FL | RA | APPROVED | 2021-06-15 |
| NH | RA | APPROVED | 2015-02-17 |
Branch Locations
930 S Harbor City Blvd Suite 503, Melbourne, FL 32901 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Rockledge | FL | 08/2011 | Present |
| Mml Investors Services | Rockledge | FL | 08/2011 | Present |
(1) NAME: JEREMY LINDQUIST, INV REL: Y, ADDR: 930 S Harbor City Blvd, STE 503, Melbourne, FL 32901, NATURE: INDIVIDUAL LIFE, POSITION: SALES, START: 10/1/14, NO HRS/MO: 2, NO HRS/MO DUR TRADING: 2. (2) NAME: SKY PEAK BUSINESS STRATEGIES, INV REL: Y, ADDR: 930 S Harbor City Blvd, STE 503, Melbourne, FL 32901, NATURE: CONSULTING, POSITION: MANAGING MEMBER, START: 10/16/2023, NO HRS/MO: 10, NO HRS/MO DUR TRADING: 10. (3) NAME: PEGASUS BOOKKEEPING AND ACCOUNTING, INV REL: Y, ADDR: 930 SOUTH HARBOR CITY BLVD, SUITE 501, MELBOURNE, FL 32901, NATURE: BOOKKEEPING, ACCOUNTING SERVICES & PAYROLL, POSITION: OWNER, START: 1/1/2025, NO HRS/MO: 10, NO HRS/MO DUR TRADING: 5. (4) NAME: AMBER WAVES CHARTER LLC, INV REL: Y, ADDR: AT RESIDENTIAL ADDRESS, NATURE: OWNER OF LLC USED FOR CHARTER BOAT SERVICE, POSITION: OWNER, START: 04/12/2023, NO HRS/MO: 3, NO HRS/MO DUR TRADING: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-10 |
Reach out to this advisor