Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-24 |
Branch Locations
3410 Far West Blvd Ste 201, Austin, TX 78731 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 10/2003 | 10/2019 |
| Bank Of America, N.A. | Austin | TX | 12/2009 | 10/2019 |
| Raymond James Financial Services, Inc. | Austin | TX | 01/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Austin | TX | 01/2022 | Present |
| Stately Wealth Management | Austin | TX | 12/2021 | 12/2022 |
| Clou Holdings Dba Stately Wealth Management | Austin | TX | 12/2021 | Present |
| Raymond James & Associates, Inc. | Austin | TX | 10/2019 | 01/2022 |
(1)Name of Business: Address: 4002 Merimac, Austin, TX, 78731, United States Activity Type: Other Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/1984 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Receive royalty checks from mineral rights (2)Name of Business: Clou Holdings DBA Stately Wealth Management Address: 3508 Far West Blvd Ste 160, Austin, TX, 78731-3041, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/15/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Independent RJFS Advisor Channel: Operate a Business; Meet with Clients and provide financial advisory services; products through RJFS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-06 |
Reach out to this advisor