Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-28 |
| FL | RA | APPROVED | 2024-06-27 |
Branch Locations
814 A1A North Suites 100 And 303, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Ponte Vedra Beach | FL | 06/2009 | 06/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2024 |
| Raymond James & Associates | Ponte Vedra Beach | FL | 06/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
*588268 - IOP Group LLC; Investment Related: Yes; Jacksonville, Florida; Real Estate; Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2024; During Business Hours: 0; After Business Hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-11 |
Reach out to this advisor