Best Investors
Account
Sign in
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-10 |
| FL | RA | APPROVED | 2024-06-06 |
Branch Locations
15500 New Barn Road Suite 201, Miami Lakes, FL 33014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Miami Lakes | FL | 05/2024 | Present |
| Florida Atlantic University | Boca Raton | FL | 06/2020 | 05/2024 |
| The Cheesecake Factory | Boca Raton | FL | 05/2021 | 05/2024 |
| Boca Raton High School | Boca Raton | FL | 10/2016 | 05/2020 |
| Trinity Wealth Securities, Llc | Miami Lakes | FL | 10/2024 | Present |
Florida Financial Advisors. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes, FL 33014. Nature of Business: RIA. Position: Financial Consultant. Start Date: 05/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes, FL 33014. Nature of Business: Fixed Insurance Sales. 05/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes, FL 33014. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Dudley Wealth Management LLC. Not investment related. 23089 Via Stel Boca Raton, FL 33433. Nature of business: LLC. Position: Owner. Start date: 1/2025. Hours per month: 40. Hours per month trading: 0. Commission structure for advisor commission
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-05 |
| S65 | Uniform Investment Adviser Law Examination | 2024-04-09 |
Reach out to this advisor