Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-01 |
| FL | RA | APPROVED | 2024-06-07 |
Branch Locations
1200 W Granada Blvd Unit 6B, Ormond Beach, FL 32174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cramer & Rauchegger Inc | Maitland | FL | 07/2016 | 10/2016 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 11/2016 | 04/2018 |
| Suntrust Advisory Services Llc | Atlanta | GA | 11/2016 | 04/2018 |
| Morgan Stanley | Ormond Beach | FL | 04/2018 | 07/2023 |
| Wells Fargo Advisors Financial Network, Llc | Ormond Beach | FL | 04/2024 | Present |
| Unemployed | Mims | FL | 08/2023 | 04/2024 |
1. Adams Swallen Family LLC; Investment related-No; Ohio; 16 acres of farm land rented to local farmer; Sole member(proprietor, partner, officer, director, employee, trustee, agent); Apr 2016; During business hours: 0; After business hours: 0 2. *543626 - Trust; Investment related Yes; MIMS, Florida; 02/2012 ; During business hours: 0; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-07 |
| S65 | Uniform Investment Adviser Law Examination | 1996-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-10 |
Reach out to this advisor