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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-07 |
| AL | RA | APPROVED | 2014-12-02 |
Branch Locations
6925 Halcyon Park Drive Suite B, Montgomery, AL 36117 • United States
2 disclosure categories 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 | Montgomery | AL | 11/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Montgomery | AL | 12/2014 | Present |
| Msp3-Rjfs, Inc | Montgomery | AL | 08/2004 | Present |
| Msp3 Capital, Inc | Montgomery | AL | 08/2004 | Present |
(1)Name of Business: Hauling A$$ets, LLC Address: Inland Waters of AL & FL, Gulf of Mexico, AL, 36561, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 10/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Funding boating activities for family and friends (2)Name of Business: MSP3 Capital, Inc. Address: 6925-B Halcyon Park Drive, Montgomery, AL, 36117, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Payroll / Accounting entity for FA (3)Name of Business: Stadium Court, LLC Address: 6925-B Halcyon Park Dr, Montgomery, AL, 36117, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/1997 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4) Name of Business: Meridiem Advisory Group LLC (formerly Gateway Partners LLC) Address: 6925-B Halcyon Park Drive, Montgomery, AL, 36117, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2004 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I'm a 1/3 owner of Meridiem Advisory Group, LLC\n\nAccounting / Operating Expense entity for branch.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-08 |
Reach out to this advisor