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 | 2020-03-23 |
| IL | RA | APPROVED | 2016-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2001 | 10/2016 |
| Raymond James Financial Services, Inc. | Itasca | IL | 10/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Itasca | IL | 10/2016 | Present |
1)Name of Business : KWD Wealth Management Address: 1087 Hawthorn Drive, Itasca, IL Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related: No Start Date: 10/14/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wealth Management firm, branch office for Raymond James
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-21 |
Reach out to this advisor