Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-23 |
| VA | RA | APPROVED | 2020-01-21 |
Branch Locations
300 32Nd Street Suites 102 And 520, Virginia Beach, VA 23451 • 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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Virginia Beach | VA | 07/2011 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Virginia Beach | VA | 07/2011 | 01/2020 |
| Raymond James & Associates | Virginia Beach | VA | 01/2020 | Present |
For profit or not for profit: Non-Profit Organization Name of outside business organization: Equi-Kids Therapeutic Riding Program Address of business: Virginia Beach, Virginia 23456 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 9/1/2014 Number of hours devoted: 100 hour(s) Annually Number of hours devoted during trading hours: 6 Duties: Board of Directors Board Member Chairman of the Board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-13 |
Reach out to this advisor