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 | 2024-09-20 |
| FL | RA | APPROVED | 2024-07-10 |
Branch Locations
1 Independent Drive Suite 201, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 07/2024 | Present |
| United Parcel Services | Kalamazoo | MI | 06/2021 | 06/2024 |
| Dan Henry Distribution | Battle Creek | MI | 03/2021 | 08/2022 |
| Sandy Pines Recreational Community | Hopkins | MI | 06/2020 | 08/2020 |
| Kent Companies | Grand Rapids | MI | 06/2019 | 12/2019 |
| Enza's Pizza | Dorr | MI | 01/2018 | 06/2019 |
| American Eagle Outfitters | Byron Center | MI | 11/2017 | 01/2018 |
| Sue Lynn Farms | Dorr | MI | 08/2016 | 11/2017 |
| Western Michigan University (Unemployed) | Kalamazoo | MI | 08/2020 | 03/2021 |
| Western Michigan University | Kalamazoo | MI | 12/2019 | 06/2020 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 09/2024 | Present |
Florida Financial Advisors. Investment Related. Jacksonville, FL 32202. 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. Not Investment Related. Jacksonville, FL 32202. 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. Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Represetnative. Start Date: 09/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-20 |
Reach out to this advisor