Best Investors
Account
Sign in
Best Investors
Account
Sign in
8001 N 9Th Ave, Pensacola, FL 32514 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-22 |
| LA | RA | APPROVED | 2024-07-09 |
| MO | RA | APPROVED | 2024-05-02 |
| TX | RA | APPROVED_RES | 2024-04-26 |
| FL | RA | APPROVED | 2019-03-07 |
| AL | RA | APPROVED | 2019-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Escambia County School District | Pensacola | FL | 01/2017 | 11/2018 |
| Pensacola State College | Pensacola | FL | 07/2013 | 01/2017 |
| First Heartland Capital Inc | Lake St Louis | MO | 08/2018 | 12/2018 |
| Silver Oak Securities, Inc. | Jackson | TN | 01/2019 | Present |
| The Retirement Planners, Usa, Llc | Pace | FL | 01/2017 | 01/2019 |
| Independent Insurance Agent | Pensacola | FL | 02/2019 | Present |
| The Retirement Planners, Usa, Llc | Pensacola | FL | 02/2019 | Present |
| The Retirement Planners, Usa, Llc | Pensacola | FL | 04/2024 | Present |
1) The Retirement Planners USA LLC,Is Investment Related,"8001 N. 9th Ave, , Pensacola, FL, 32514, United States",Investment Advisory,Financial Advisor Representative,3/7/2019,30 hours per month,10 hours per month during trading hours,Salary Compensation,I am compensated on a fixed salary basis. No commission or performance based fees are paid for investment advisory activities. 2) Philadelphia American Life Insurance Company,Is Not Investment Related,"P.O. Box 34952, , Omaha, NE, 68134, United States",Market Health Insurance,Health Insurance Agent,4/28/2022,10 hours per month,0 hours per month during trading hours,Commission Compensation,Market Healt Insurance for small group and individual. 3) .Steele Insurance Agency, Owner, 2341 Semoran Place, Pensacola Florida, 32503 United States; start date of December 26, 2019; 10 hours per month, 5 hours during trading hours, Sales, Medicare Insurance Sales, commission based, non investment related; Steele Insurance Agency, LLC, start date of March 3, 2019, owner, 8001 N. 9th Avenue, Pensacola, Florida 32514, insurance sales in the area of equity indexed annuities, fixed annuities, life insurance, long term care, and health insurance, non investment related, 10 hours spent per month during trading hours; 3)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-01 |
| S66 | Uniform Combined State Law Examination | 2009-05-16 |
Reach out to this advisor