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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-20 |
| TX | RA | APPROVED_RES | 2025-06-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2016 | 06/2025 |
| Raymond James Financial Services, Inc. | Dundee | MI | 06/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Dundee | MI | 06/2025 | Present |
(1)Name of Business: Village Wealth Management Address: 326 Tecumseh St, Dundee, MI, 48131-1062, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/20/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment services and retirement planning. (2)Name of Business: VWM Aviation LLC Address: 326 TECUMSEH ST, Dundee, MI, 48131-1053, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 07/11/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a holdings company that owns the aircraft that Village Wealth Management leases for business use. (3)Name of Business: VWM Holdings Address: 326 Tecumseh St, Dundee, MI, 48131-1062, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (4)Name of Business: VWM Productions Address: 326 Tecumseh St, Dundee, MI, 48131-1062, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 11/01/2019 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 is our marketing Company that provides marketing for Village Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-26 |
Reach out to this advisor