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 | 2026-01-07 |
| TX | RA | APPROVED_RES | 2026-01-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | Woodmere Village | OH | 01/2011 | 01/2018 |
| Ubs Financial Services Inc. | Canton | OH | 01/2018 | 01/2026 |
| Fidelity Brokerage Services Llc | Orange | OH | 01/2011 | 01/2018 |
| Strategic Advisers, Inc. | Woodmere Village | OH | 01/2011 | 01/2018 |
| Raymond James Financial Services, Inc. | Akron | OH | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Akron | OH | 01/2026 | Present |
(1)Name of Business: Momentum Wealth Partners Address: 350 Springside Dr Ste 101, Akron, OH, 44333-2435, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/07/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: \nWill serve in the same role but associated with Momentum Wealth Partners
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-14 |
Reach out to this advisor