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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-09 |
| NY | RA | APPROVED | 2021-06-14 |
| MA | RA | APPROVED | 2019-11-26 |
| NJ | RA | APPROVED | 2018-03-28 |
Branch Locations
250 Maple Avenue, Great Barrington, MA 01230 • United States
Great Barrington, MA • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Rhinebeck | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Rhinebeck | NY | 11/2016 | 03/2018 |
| Raymond James Financial Services, Inc. | Red Hook | NY | 03/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Red Hook | NY | 03/2018 | Present |
| Rhinebeck Wealth Advisors | Rhinebeck | NY | 03/2018 | Present |
(1) Name of Business: Ashtanga Yoga Great Barrington Address: 250 Maple Ave, Great Barrington, MA, 01230, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/21/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Host yoga classes on our property. (2) Name of Business: Berkshire Wealth Group Address: 250 Maple Ave, Great Barrington, MA, 01230-1924, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - Co-Owner (3) Name of Business: Rental Property Address: 250 Maple Ave, Great Barrington, MA, 01230, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/04/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Will occasionally be renting out property on AirBnB (4) Name of Business: Rhinebeck Wealth Advisors Address: 6811 Route 9N, Suite 9, Rhinebeck, NY, 12572, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/09/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-20 |
Reach out to this advisor