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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-10-13 |
| TX | RA | APPROVED_RES | 2017-06-07 |
| MI | RA | APPROVED | 2010-09-24 |
Branch Locations
5940 Tahoe Drive Se Suite 101, Grand Rapids, MI 49546 • United States
Gold Canyon, AZ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Grand Rapids | MI | 11/2001 | Present |
| Raymond James Financial Services Advisors Inc. | Grand Rapids | MI | 01/2009 | Present |
(1)Name of Business: River Valley Wealth Management Address: 5940 Tahoe Dr SE Ste 101, Grand Rapids, MI, 49546, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/28/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-11-22 |
| S65 | Uniform Investment Adviser Law Examination | 1996-11-22 |
Reach out to this advisor