Best Investors
Account
Sign in
Best Investors
Account
Sign in
8880 Tamiami Trail North, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2020-10-05 |
| TX | RA | APPROVED | 2020-10-05 |
| FL | RA | APPROVED | 2020-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Naples | FL | 09/1997 | 10/2020 |
| The High Net Worth Advisory Group, Llc | Naples | FL | 07/2020 | Present |
1)Real Estate Development Address: Naples, FL Nature of the Business: Real Estate Development Position/Title: Officer - CEO Investment Related:Yes Start Date: 10/31/2019 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 0 Description of duties: Oversee my family's purchase and likely sale of any real estate that my wife and daughter decide to buy to fix up and sell. 2) Self Employed Florida Insurance Agent, investment related, Naples, FL, Start Date 04/1998, approximately 1-5 hours per month with all hours during securities trading hours, licensed in Life/Health/Annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-01 |
Reach out to this advisor