Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-01-16 |
| TX | RA | APPROVED | 2009-01-09 |
Branch Locations
12800 University Drive Suite 500, Fort Myers, FL 33907 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Ft Myers | FL | 01/2009 | Present |
McLagic Adventures / United States / 11619 Ranchette Rd / Fort Myers / FL / United States / 33966 / / No / Company / / Sport & Leisure Facilities / / We will periodically run Pelagic Birding Charters in the Gulf of Mexico / Active / Other / I will be the Captain of the boat and determine where we go look for the pelagic birds. / I will determine when the weather looks decent for a long range offshore boating trip. Then I will notify the interested parties our date of departure. The day of departure I will be in charge of determining where we go and what the target birds will be. / 0 / No / No / No / No / Start Date 08/20/2018 / / Yes / I may once a year take a day off to run offshore do to perfect weather conditions. However, generally this will be a Saturday & Sunday type of event. / Yes / 10000 / Yes / Yes / 100 / / Yes / We will operate out of the Sanibel Harbour Yacht Club and rund trips between Charlotte County waters down to the Dry Tortugas / No / / No / / I do this as a hobby. Now I can potentially get a financial benefit from my hobby. / No /
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-13 |
Reach out to this advisor