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 |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-01 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Inc. | Hyannis | MA | 04/2009 | 07/2021 |
| Ameriprise Financial Services Llc | Osterville | MA | 07/2021 | 05/2026 |
| Raymond James Financial Services, Inc. | Sandwich | MA | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Sandwich | MA | 05/2026 | Present |
(1) Name of Business: North Atlantic Investment Partners Address: 299B Cotuit Rd, Sandwich , MA, 02563, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor to my clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-17 |
Reach out to this advisor