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_RES | 2018-02-02 |
| FL | RA | APPROVED | 2016-02-02 |
Branch Locations
720 Rugby Street Suite 200, Orlando, FL 32804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Orlando | FL | 03/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Orlando | FL | 02/2016 | Present |
(1)Name of Business: BPV Financial LLC Address: 720 Rugby St Ste 200, Orlando, FL, 32804-4960, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Corporation created to flow 1099 business income from Raymond James through. I will pay myself a salary and take distribution. (2)Name of Business: Edgewater Family Wealth Address: 720 Rugby St Ste 200, Orlando, FL, 32804, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-26 |
Reach out to this advisor