Best Investors
Account
Sign in
Best Investors
Account
Sign in
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2019-04-22 |
Branch Locations
7251 West Lake Mead Blvd Suite 510, Las Vegas, NV 89128 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
2831 St. Rose Parkway Suite 226, Henderson, NV 89052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safe Money Advisors | Las Vegas | NV | 11/1997 | Present |
| Global Financial Private Capital | Sarasota | FL | 05/2010 | 04/2019 |
| J.W.COle Advisors, Inc. | Tampa | FL | 04/2019 | Present |
1) SAFE MONEY ADVISORS; 7251 West Lake Mead Blvd, Ste 510, Las Vegas, NV 89128; APROX. 160 HOURS A MONTH DEVOTED TO THIS ACTIVITY-ANNUITIES/LIFE-SALES OF INSURANCE & ANNUITIES; EQUITY INDEXED ANNUITIES SOLD THRU ING; MAY PERIODICALLY DO SEMINARS. 2) DBA - SMA Wealth Management; investment related; President - start date 1/1/2021; 7251 West Lake Mead Blvd, Ste 510, Las Vegas, NV 89128; investments, insurance, wealth management; 160 hours per month, 80 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-19 |
Reach out to this advisor