Best Investors
Account
Sign in
615 W. De Leon St, Tampa, FL 33606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-05 |
| FL | RA | APPROVED | 2021-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Road Advisors Llc | St Petersburg | FL | 05/2021 | Present |
| Raymond James & Associates, Inc. | Tampa | FL | 01/2001 | 07/2021 |
1) Licensed Insurance Agent; Not investment-related; same as business address; Insurance Sales; Implementations of insurance recommendations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-16 |
| S65 | Uniform Investment Adviser Law Examination | 1997-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-27 |
Reach out to this advisor