Best Investors
Account
Sign in
Best Investors
Account
Sign in
210-4 Avondale Ave, Wilmington, NC 28403-7059 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-01-08 |
| TX | RA | APPROVED | 2021-01-08 |
Branch Locations
210-4 Avondale Ave, Wilmington, NC 28403-7059 • 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. | Wilmington | NC | 03/1993 | 12/2020 |
| Raymond James Financial Services Advisors, Inc | Wilmington | NC | 01/2009 | 12/2020 |
| The Marino Group | Wilmington | NC | 09/2001 | Present |
| Rekon Intellegence | Wilmington | NC | 07/2009 | 04/2019 |
| Mission Made Jewelry, Inc. | Wilmington | NC | 06/2015 | 07/2020 |
| Advisor2X | Wilmington | NC | 04/2019 | Present |
| Transitus Wealth Partners, Llc | Wilmington | NC | 01/2021 | Present |
1) THE MARINO GROUP - WILMINGTON, NC - 07/2009 TO PRESENT - OFFICER/CEO - PROCESS PAYROLL, 401(K) CONTRIBUTIONS, MEDICAL INSURANCE, ETC. WORK WITH CPA TO MANAGE BRANCH FINANCES, TAXES,ETC -I OWN THE COMPANY - 20 HOURS PER MONTH - 5 HOURS DURING TRADING HOURS - NOT INVESTMENT RELATED 2) Rekon Intelligence 07/2009, Changed name to Advisor2X 04/2019 Address: Wilmington, NC Nature of the Business: Rekon hosts meetings and conferences for financial advisors. Attendees are advisors, not the public. Clients are financial service providers (mutual fund companies, insurance companies, TPAs, etc.). No RJ clients are involved in any aspect of Rekon. Rekon Position/Title: Officer - CEO; Investment Related: No; Start Date: 05/24/2010; Hours per month devoted to this business: 60; Hours per month devoted to this business during trading hours: 15; Description of duties: provide direction and leadership, set strategic goals, caste vision, etc. I don't attend any events, other than our national conferences. I consult with Rekon team members and help build the company. I'm also responsible for new event ideas. 3) Financial Transitionist Institute (FTI). Address: Palm Beach Gardens, FL Nature of the Business: Board Member/Officer/Director Position/Title: Advisor Investment Related:Yes Start Date: 11/04/2019 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 2 Description of duties: Work with other financial advisors and offer ideas and feedback for FTI programs and resources.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-04 |
Reach out to this advisor