Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-13 |
| FL | RA | APPROVED | 2025-03-31 |
Branch Locations
Palm Beach Gardens, FL • United States
3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Keller Williams Preferred Partners | Fl | FL | 12/2015 | 06/2018 |
| Fidelity Investments | Palm Beach Gardens | FL | 07/2024 | Present |
| Exp Realty | Fl | FL | 09/2018 | 02/2020 |
| Lpt Realty | Fl | FL | 12/2022 | 06/2024 |
| Bleu Palms Real Estate | Fl | FL | 06/2018 | 09/2018 |
| Exp Realty | Fl | FL | 09/2022 | 12/2022 |
| Coastal Properties Fl (Defunct) | Fl | FL | 02/2020 | 09/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-111496|OrgNmn:LPT Realty|Org Addr:Lake Mary,Florida,US|OBA Nature:I am a licensed Realtor that h|Invst Rel:Y|Title:Sole Proprietor|Duties:No duties or obligations. I only actively use my license to buy and sell my family's or personal homes. |StrtDt:12-22-22|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-20 |
Reach out to this advisor