Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2009-01-02 |
Branch Locations
16315-A Northcross Drive, Huntersville, NC 28078 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Huntersville | NC | 07/2008 | Present |
| Raymond James Financial Services Advisors, Inc | Salisbury | NC | 01/2009 | Present |
1) Name of Business: Mag, Oak & Fin Address: 176 Anson Dr, China Grove, NC, 28023, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-owner with join oversight of all business activities. (2) Name of Business: RT Property Management, LLC Address: 176 Anson Dr, China Grove, NC, 28023, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/29/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Member of a Single Member LLC to hold rental real estate (3) Name of Business: Shell Wealth Management, Inc. Address: 430 Jake Alexander Blvd. W Salisbury, NC 28147, Salisbury, NC, 28147, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/11/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: RJFS Support Company
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-25 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-09 |
Reach out to this advisor