Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
| FL | RA | APPROVED | 2023-09-19 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
Saint Petersburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Saint Petersburg | FL | 11/2009 | 04/2018 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 04/2018 | 09/2023 |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 04/2018 | 09/2023 |
| Goodrich Wealth Planning | St Petersburg | FL | 02/2018 | 09/2023 |
| Commonwealth Financial Network | Waltham | MA | 09/2023 | Present |
| Keystone Financial Planning, Llc | Saint Petersburg | FL | 09/2023 | Present |
1. Fixed insurance sales; as of 8/28/2023; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Keystone Financial Planning, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 09/19/2023; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-19 |
Reach out to this advisor