Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-17 |
| TX | RA | APPROVED | 2022-02-17 |
Branch Locations
2199 Norse Dr Suite A, Pleasant Hill, CA 94523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | St. Louis | MO | 06/1999 | 02/2022 |
| Raymond James Financial Services, Inc | Scottsdale | AZ | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Scottsdale | AZ | 02/2022 | Present |
(1)Name of Business: SilverTree Collective Address: 2199 Norse Dr Ste A, Pleasant Hill, CA, 94523, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/15/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: DBA Name Only - SilverTree Collective will be an umbrella for all companies to fall under (we have various groups with different DBA names in our population to include Wasser Wealth Management, LLC) (2)Name of Business: Wasser Wealth Management, LLC Address: 2199 Norse Dr, Ste A, Pleasant Hill, CA, 94523, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/17/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am a Member of the LLC. I work as a Financial Advisor with Raymond James DBA Wasser Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-25 |
Reach out to this advisor