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 |
|---|---|---|---|
| KY | RA | APPROVED | 2021-07-15 |
| TX | RA | APPROVED_RES | 2021-07-02 |
Branch Locations
7310 Turfway Road Suite 550, Florence, KY 41042 • United States
Lakeside Park, KY • 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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 09/2003 | 07/2021 |
| Raymond James Financial Services Advisors, Inc. | Florence | KY | 07/2021 | Present |
| Raymond James Financial Services, Inc. | Florence | KY | 07/2021 | Present |
| Concurrent Advisors | Crestview Hills | KY | 10/2021 | 03/2023 |
| Levoir Wealth Management, Llc | Crestview Hills | KY | 07/2021 | Present |
(1)Name of Business: LeVoir Wealth Management, LLC Address: 7310 Turfway Road, Suite 550, Florence, KY, 41042, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - President Investment Related: No Start Date: 07/02/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial planner affiliated with Raymond James. This is my support company where I receive my production revenue.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-13 |
Reach out to this advisor