Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-09 |
Branch Locations
1833 West Hunt Street - Bldg B. Suite 201, Mckinney, TX 75069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 01/2007 | 02/2017 |
| Raymond James Financial Services, Inc. | Mckinney | TX | 02/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Mckinney | TX | 03/2017 | Present |
| Holiman Llc | Mckinney | TX | 06/2016 | Present |
(1)Name of Business: Cole Address: 1833 West Hunt Street - Bldg B., McKinney, TX, 75069, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 09/02/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: My Mother has recently been diagnosed with [REDACTED]. We are taking her off of her trust and adding my Father and my self as independent co trustee's. (2)Name of Business: Cole Wealth Management Address: 1833 W Hunt St Bldg B Ste 201, McKinney, TX, 75069, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/01/2017 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 81+ Description of duties: I'm the Branch Manager and Financial advisor (3)Name of Business: Holiman LLC Address: 1833 W Hunt St Bldg B Ste 201, McKinney, TX, 75069, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I collect rents, pay the mortgage, and make sure the bills are paid.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-08 |
Reach out to this advisor