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 | 2012-01-19 |
Branch Locations
19200 Stevens Creek Blvd Suite 240, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Cupertino | CA | 01/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Cupertino | CA | 01/2012 | Present |
| First Tech Federal Credit Union | Cupertino | CA | 05/2014 | Present |
(1)Name of Business: Address: 1478 Foxworthy Ave, San Jose, CA, 95118, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/30/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/Landlord - not using property manager\n (2)Name of Business: ATS Wealth Circle Address: 19200 Stevens Creek Blvd Ste 240, Cupertino, CA, 95014-2530, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/25/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Branch Association/Financial Assistant (3) Addison Avenue Investment Services Address: 19200 Stevens Creek Blvd, Ste 240, Cupertino, CA, 95014, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/21/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Provide ops and sales support to a Financial Advisor (4)Name of Business: ATS Wealth Circle Address: 19200 Stevens Creek Blvd Ste 240, Cupertino, CA, 95014-2530, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/25/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Branch Association/Financial Assistant
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-02 |
Reach out to this advisor