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 |
|---|---|---|---|
| FL | RA | APPROVED | 2009-05-14 |
| TX | RA | APPROVED_RES | 2009-01-02 |
Branch Locations
1515 International Pkwy Suite 2019, Heathrow, FL 32746 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Heathrow | FL | 02/2003 | Present |
| Crossley Shear Inc | Heathrow | FL | 05/2005 | Present |
| Crossleyshear Wealth Management | Merritt Island | FL | 11/2006 | 10/2019 |
| Raymond James Financial Services Advisors, Inc | Merrit Island | FL | 01/2009 | Present |
| Crossleyshear Wealth Management | Heathrow | FL | 11/2009 | Present |
| Cssports | Heathrow | FL | 10/2018 | Present |
(1)Name of Business: CrossleyShear Wealth Management Address: 1515 International Parkway Suite 2019, Heathrow, FL, 32746, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/26/2009 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: dba for planning practice (2)Name of Business: CS Heathrow Llc Address: 1515 International Pkwy Suite 2019 Heathrow, Fl 32746, Heathrow, FL, 32746, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor, Partner Investment Related: Yes Start Date: 11/18/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: part owner (3)Name of Business: CS Merritt Island Llc Address: 2395 N Courtenay Pkwy Suite 201 Merritt Island, Fl 32953, Merritt Island, FL, 32953, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: Yes Start Date: 11/18/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: part owner in property (4)Name of Business: CSSports Address: 1515 International Pkwy Suite 2019, Heathrow, FL, 32746, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/02/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: owner. this is another DBA for CrossleyShear INc. to help market to the athlete market.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-22 |
Reach out to this advisor