Best Investors
Account
Sign in
Best Investors
Account
Sign in
3322 Clay Ave, Orlando, FL 32804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-22 |
Branch Locations
1102 S Florida Ave., Lakeland, FL 33803 • United States
3322 Clay Ave, Orlando, FL 32804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Lakeland | FL | 12/2010 | 11/2020 |
| Lef Investments Llc | Lakeland | FL | 01/2005 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lakeland | FL | 06/2012 | 01/2020 |
| Bank Of America, N.A. | Lakeland | FL | 08/2012 | 01/2020 |
| Edward Jones | St Louis | MO | 01/2020 | 12/2020 |
| Delta Capital Management, Llc | Maitland | FL | 01/2021 | 12/2022 |
| Delta Securities Company, Llc | Lakeland | FL | 08/2021 | 03/2022 |
| Delta Advisory Group, Inc. | Maitland | FL | 08/2022 | 01/2023 |
| Horter Investment Management | Cincinnati | OH | 01/2023 | 05/2023 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/2023 | Present |
| Patriot Financial Group | Fernandina Beach | FL | 04/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2023 | Present |
| Delgado Wealth Management, Llc; Dba Wisdom Planning Group | Lakeland | FL | 02/2022 | Present |
| Cetera Financial Services | Schaumburg | IL | 05/2023 | 06/2023 |
| Cetera Financial Services | Schaumburg | IL | 05/2023 | 06/2023 |
1) LEF INVESTMENTS LLC; LAKELAND, FL; NON-INVESTMENT RELATED; REAL ESTATE OWNERSHIP/FLIPPING; OWNER: SINCE 01/2004; 40HRS/MO.A real estate investment company. Buying, Selling, Renting. Active since 2004. 2) Licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-18 |
Reach out to this advisor