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 | 2014-01-17 |
| SC | RA | APPROVED | 2009-01-02 |
Branch Locations
6 Davis Keats Drive, Greenville, SC 29607 • United States
29607, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Greenville | SC | 01/2004 | Present |
| Raymond James Financial Services Advisors, Inc | Greenville | SC | 01/2009 | Present |
| Whitlock Financial Services, Llc | Greenville | SC | 10/2013 | Present |
(1)Name of Business: Whitlock Financial Services LLC Address: 6 Davis Keats Dr, Greenville, SC, 29607, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/22/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/Employee of support company for RJ related business (2)Name of Business: Zara Properties LLC Address: 6 Davis Keats Dr, Greenville, SC, 29607-6509, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC that owns the property that the branch occupies. The LLC owns only this one property and isn't public facing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-01 |
Reach out to this advisor