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 |
|---|---|---|---|
| OH | RA | APPROVED | 2022-11-02 |
| TX | RA | APPROVED | 2022-11-02 |
Branch Locations
30100 Chagrin Blvd Ste 110, Cleveland, OH 44124 • United States
350 Springside Drive Suite 101, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Akron | OH | 08/2012 | 10/2022 |
| Raymond James Financial Services, Inc. | Akron | OH | 10/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Akron | OH | 10/2022 | Present |
(1)Name of Business: Five Ruby's LLC Address: 350 Springside Dr. Ste. 101, Akron, OH, 44333, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Momentum Wealth Partners Address: 350 Springside Dr. Suite 101, Akron, OH, 44333-2688, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-09 |
Reach out to this advisor