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 |
|---|---|---|---|
| GA | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Moultrie | GA | 07/2006 | Present |
| Raymond James Financial Services Advisors, Inc | Moultrie | GA | 01/2009 | Present |
(1)Name of Business: Address: 1202 1st St SE, Moultrie, GA, 31768, United States Activity Type: Non-variable Insurance Position/Title: Agent, Owner Investment Related: Yes Start Date: 11/25/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am getting a life ins policy for myself and I will act as the agent and owner (2)Name of Business: Carlton Farms Inc. Address: 1202 1st ST SE, Moultrie, GA, 31768, United States Activity Type: Agriculture/Farming Position/Title: Officer - Secretary Investment Related: No Start Date: 10/15/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my family's farm and I have been asked to be the recording secretary (3)Name of Business: Pentas Wealth Management, LLC Address: 27 E Central Ave, Moultrie, GA, 31768, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/16/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the independent branch owner as well as an employee (4)Name of Business: Seed Investments, LLC Address: 1202 -1st SE, Moultrie, GA, 31768, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/12/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own Seed Investments LLC, which owns the properties that Pentas Wealth Management (my dba) leases.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-05 |
Reach out to this advisor