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 |
|---|---|---|---|
| NV | RA | APPROVED | 2025-06-08 |
| TX | RA | APPROVED | 2025-06-05 |
Branch Locations
8311 W. Sunset Road Suite 260, Las Vegas, NV 89113 • United States
Las Vegas, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Las Vegas | NV | 06/2007 | 08/2017 |
| Bank Of America, N.A. | Las Vegas | NV | 08/2009 | 08/2017 |
| Rbc Capital Markets, Llc | Las Vegas | NV | 08/2017 | 06/2025 |
| City National Bank | Las Vegas | NV | 09/2017 | 06/2025 |
| Raymond James Financial Services Inc. | Las Vegas | NV | 06/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Las Vegas | NV | 06/2025 | Present |
| Toll Wealth Management, Llc | Las Vegas | NV | 06/2025 | Present |
(1)Name of Business: Address: 10135 Copper Edge Road, Las Vegas, NV, 89148, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/07/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Evaluate properties for rental potential (2)Name of Business: DTT Pono Holdings LLC Address: 8311 W Sunset Rd Ste 260, Las Vegas, NV, 89113-2209, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/22/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage and invest personal funds (3)Name of Business: Toll Wealth Management, LLC Address: 8311 W Sunset Rd Ste 260, Las Vegas, NV, 89113-2209, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 06/05/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide financial advice and investment management through RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-28 |
Reach out to this advisor