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 |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-02 |
| NV | RA | APPROVED | 2015-06-02 |
Branch Locations
5595 Kietzke Lane, Suite 112, Reno, NV 89511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Reno | NV | 04/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Reno | NV | 06/2015 | Present |
| Nevada Family Wealth | Reno | NV | 10/2017 | 04/2024 |
| Triple J Vegas, Inc. | Reno | NV | 01/2016 | 03/2024 |
(1)Name of Business: Crest View Wealth Group Address: 5595 Kietzke Lane Suite 112, Reno, NV, 89511, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is our DBA for our branch. I am branch manager and financial planner. (2)Name of Business: Ladybug Peak, LLC Address: 5595 Kietzke Lane Suite 112, Reno, NV, 89511, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor, Managing Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-21 |
Reach out to this advisor