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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-14 |
| VA | RA | APPROVED | 2022-04-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2002 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lynchburg | VA | 01/2017 | 04/2022 |
| Bank Of America, N.A. | Lynchburg | VA | 03/2017 | 04/2022 |
| Raymond James Financial Services, Inc. | Forest | VA | 04/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Forest | VA | 04/2022 | Present |
(1) Name of Business: BS Partners LLC Address: 1110 Mill Dam Lane, Forest, VA, 24551, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This company holds the real estate our DBA/Support company uses as an office. I am one of the two partners with Brent Bigney. (2) Name of Business: Resolute Private Wealth Address: 312 Brook Park Pl, Forest, VA, 24551, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 04/14/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Branch Owner, Business Owner, Sales, etc. (3) Name of Business: Schubert Family Business Trust Address: 2724 Patmos Church Road, Huddleston, VA, 24104, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 08/20/2020 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 is a lake house that I built that was finished last summer, that is in my Business Trust, I am the Trustee. We do not rent this as of now, we use it as a summer vacation place for our family, and this will potentially be our retirement home.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-07 |
Reach out to this advisor