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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-23 |
Branch Locations
3 Coates Drive Suite 5, Goshen, NY 10924 • United States
Cicrleville, NY • 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. | Goshen | NY | 03/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Goshen | NY | 03/2009 | Present |
(1) Name of Business: Zick Whitted Taub Group, Inc. Address: 3 Coates Dr Ste 5, Goshen, NY, 10924, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/31/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company (2) Name of Business: Zick Whitted Taub Investment Strategies Address: 3 Coates Dr Ste 5, Goshen, NY, 10924, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA Name for RJFS Branch Office
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-16 |
Reach out to this advisor