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_RES | 2023-11-02 |
| VA | RA | APPROVED | 2023-10-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Reston | VA | 05/2016 | 10/2023 |
| Bank Of America, N.A. | Reston | VA | 07/2016 | 10/2023 |
| Raymond James Financial Services, Inc. | Reston | VA | 10/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Reston | VA | 10/2023 | Present |
(1)Name of Business: Cape Henry Private Wealth Reston Address: 1818 Library St Ste 500, Reston, VA, 20190-6274, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/14/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: To provide tax relief to me as the advisor and allow for deductions of all business expenses. This entity allows me to track business expenses for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-15 |
Reach out to this advisor