Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-04 |
| TX | RA | APPROVED | 2024-11-01 |
Branch Locations
7811 University Pointe Drive Suite 100, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Fort Myers | FL | 01/2024 | 10/2024 |
| Truist Bank | Fort Myers | FL | 10/2022 | 01/2024 |
| Suncoast Credit Union | North Fort Myers | FL | 02/2019 | 10/2022 |
| Bj's Whole Sale Club | Cape Coral | FL | 07/2018 | 02/2019 |
| Dominos Pizza | Cape Coral | FL | 02/2018 | 02/2019 |
| Pizza Hut | Cape Coral | FL | 06/2017 | 02/2018 |
| Shoot Center | Cape Coral | FL | 01/2018 | 03/2018 |
| Scooters Coffee | Cape Coral | FL | 06/2017 | 01/2018 |
| Publix Supermarkets | Cape Coral | FL | 07/2016 | 07/2017 |
| Papa Murphys Pizza | North Fort Myers | FL | 04/2016 | 06/2017 |
| Student - Mariner High School | Cape Coral | FL | 08/2013 | 05/2017 |
| Morgan Stanley | Fort Myers | FL | 10/2024 | Present |
*OBI - 651 - Whiteley Properties LLC ; Investment related - Yes ; Fort Myers, Florida ; Rental Property ; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent) ; 05/2021 ; During business hours : 0 ; After business hours : 5 ; Administrative, Accounting/Bookkeeping, Customer Service, Labor/Service, Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-15 |
Reach out to this advisor