Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-18 |
| TX | RA | APPROVED | 2015-07-28 |
| IN | RA | APPROVED | 2014-04-11 |
Branch Locations
3993 W Cornwallis Road, Durham, NC 27705 • United States
230 North Main Street Suite 1, Elkhart, IN 46516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Elkhart | IN | 01/2000 | Present |
| Legacy Wealth Management Llc | Elkhart | IN | 12/2017 | Present |
(1)Name of Business: Address: 2927 Brooktree Ct., Elkhart, IN, 46514, United States Activity Type: Rental Real Estate Position/Title: Passive investor, Owner/Proprietor Investment Related: Yes Start Date: 10/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I would initially set up my rental property in Durham, North Carolina with Airbnb, then turn it over to an Airbnb management/maintenance company to manage for the next 8 months. (2)Name of Business: Legacy Wealth Management LLC Address: 230 N. Main St., Ste.1, Elkhart, IN, 46516, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 12/22/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My only responsibility has been to sign a lease agreement. We have no finances involved with the entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-25 |
Reach out to this advisor