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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-11 |
| TX | RA | APPROVED_RES | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Pasadena | CA | 06/2012 | 04/2022 |
| Stifel Independent Advisors, Llc | Pasadena | CA | 04/2022 | 05/2026 |
| Raymond James Financial Services, Inc. | Pasadena | CA | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Pasadena | CA | 05/2026 | Present |
(1)Name of Business: Address: 1241 S Oak Knoll Ave, Pasadena, CA, 91106, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/24/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental Property-Alta Street (2)Name of Business: Address: 1241 S Oak Knoll Ave, Pasadena, CA, 91106, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/24/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental Property-Miles St. (3)Name of Business: Address: 1241 S Oak Knoll Ave, Pasadena, CA, 91106, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/01/2003 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner (4)Name of Business: KAS Asset Management Corp Address: 975 S Fair Oaks Ave, Pasadena , CA, 91105-2631, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: KWM accounting entity (5)Name of Business: KWM Wealth Advisory Address: 975 S Fair Oaks Ave, Pasadena, CA, 91105-2631, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner-Advisor (6)Name of Business: Sanchez Wolf, LP Address: 975 S fair Oaks Ave, Pasadena, CA, 91105-2631, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner- KWM accounting entity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-26 |
Reach out to this advisor