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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-19 |
Branch Locations
51 E. Campbell Ave Suite 101C And 101D, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Campbell | CA | 03/2022 | Present |
| Brennan Bookkeeping, Llc | Santa Clara | CA | 08/2018 | 04/2022 |
| Unemployed | Santa Clara | CA | 01/2012 | 08/2018 |
| Raymond James Financial Services Advisors, Inc | Campbell | CA | 10/2023 | Present |
(1)Name of Business: Blue Diamond Wealth Management Address: 51 E Campbell Ave Ste 101C-D, Campbell, CA, 95008-2047, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Service Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-27 |
Reach out to this advisor