Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-07-09 |
Branch Locations
20 Burlington Mall Rd Suite 440, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | MA | 10/2009 | 07/2020 |
| Bank Of America,N.A. | Burlington | MA | 06/2011 | 07/2020 |
| Raymond James And Associates, Inc. | Burlington | MA | 07/2020 | Present |
(1)Name of Business: PEJEN Realty Address: 231 Naugler Ave, Marlborough, MA, 01752, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Realty LLC to own the already disclosed rental property in Old Orchard Beach Maine (2)Name of Business: PEJEN Realty Address: 1 Camden Ave, Old Orchard Beach, ME, 02046, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 06/21/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a second home that we rent out through VRBO and Airbnb to manage cost of the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-05 |
Reach out to this advisor