Best Investors
Account
Sign in
Best Investors
Account
Sign in
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-29 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
North Palm Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Palm Beach Gardens | FL | 05/1996 | 07/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2021 |
| Ifp Securities Llc | Tampa | FL | 03/2023 | Present |
| Independent Financial Partners | Tampa | FL | 03/2023 | Present |
| Unemployed | North Palm Beach | FL | 08/2021 | 02/2023 |
(1) Berry Wealth Management - investment related - 821 Alamanda Dr. North Palm Beach, FL 33408 - financial advisor- Owner - start date 3/24/2023 - 160 hours/month during trading hours - DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-05 |
Reach out to this advisor