Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-15 |
| CA | RA | APPROVED | 2023-05-31 |
Branch Locations
420 Reid Avenue, Port St. Joe, FL 32456 • United States
Port St Joe, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc. | St. Paul | MN | 10/2011 | 05/2023 |
| Sgc Financial Services | San Mateo | CA | 10/2011 | 08/2020 |
| Raymond James Financial Services, Inc. | Port St. Joe | FL | 05/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Port St. Joe | FL | 05/2023 | Present |
(1)Name of Business: Solid Ground Properties, LLC Address: 9236 Olive Ave, Port St Joe, FL, 32456, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/26/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Solid Ground Properties is an LLC my wife and I set up to segregate money related to our residential rental property activity. I am listed as co-owner on the LLC. We have several rental properties in several states. Day-to-day management of the properties is performed by local property managers. (2)Name of Business: Summit Financial Group, LLC Address: 9236 Olive Ave, Port St Joe, FL, 32456, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/15/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Manager of Trading and Compliance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-04-21 |
| S65 | Uniform Investment Adviser Law Examination | 2003-08-25 |
Reach out to this advisor