Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| CT | RA | APPROVED | 2019-02-14 |
Branch Locations
Three Pickwick Plaza 4Th Floor, Greenwich, CT 06830 • United States
White Plains, NY • 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 | Greenwich | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenwich | CT | 11/2016 | 02/2019 |
| Raymond James & Associates, Inc. | Greenwich | CT | 02/2019 | Present |
(1)Name of Business: 43 Address: 21 BAYLOR CIR, WHITE PLAINS, NY, 10605, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Partner in the development ad launch of an app focused on good deeds. My responsibilities include conducting research and outreach to marketing firms and business strategists to support the app's go to market strategy. (2)Name of Business: A Girlfriend's Fianancial Survival Guide - Author Address: 21 Baylor Circle, White Plains, NY, 10605, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: No Start Date: 03/04/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the author (3)Name of Business: A Girlfriend's Financial Survivial Guide Address: 21 Baylor Circle, White Plains, NY, 10605, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 03/04/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Author (4)Name of Business: Mili & Peck Holdings Address: 21 BAYLOR CIR, WHITE PLAINS, NY, 10605, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/14/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC will be used to hold real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-05 |
Reach out to this advisor