Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-07 |
Branch Locations
4110 Rio Bravo Street Suite 111, El Paso, TX 79902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | El Paso | TX | 06/2009 | 11/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 11/2016 |
| Raymond James & Associates, Inc. | El Paso | TX | 11/2016 | 07/2025 |
| Raymond James Financial Services, Inc. | El Paso | TX | 07/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | El Paso | TX | 07/2025 | Present |
1) Name of Business: Keystone Wealth Management FS Address: 4110 Rio Bravo St Ste 111, El Paso, TX, 79902-1026, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/07/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planning (2) Name of Business: YWCA Foundation Address: 5355 Santa Teresa Dr, El Paso, TX, 79932, United States Activity Type: Non profit Position/Title: Board Member, Committee Member Investment Related: Yes Start Date: 11/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee YWCA Foundation investments and cash flow with other board members. Committee member for the YWCA Luncheon. I am on the set up committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-20 |
Reach out to this advisor