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 |
|---|---|---|---|
| AL | RA | APPROVED | 2021-09-20 |
| TX | RA | APPROVED | 2021-09-20 |
Branch Locations
100 Towncenter Blvd. Suite 201, Tuscaloosa, AL 35406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Tuscaloosa | AL | 02/2013 | 09/2021 |
| Raymond James Financial Services, Inc. | Tuscaloosa | AL | 09/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Tuscaloosa | AL | 09/2021 | Present |
| Warrior Investment Group Llc | Tuscaloosa | AL | 09/2021 | Present |
(1)Name of Business: Robert Loper Address: 100 Towncenter Blvd Suite No 201, Tuscaloosa, AL, 35406, United States Activity Type: Control Person Position/Title: Other (Acting) Investment Related: Yes Start Date: 03/17/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. Durable POA for my Father (2)Name of Business: The Westervelt Company Address: 100 Towncenter Blvd Ste 201, Tuscaloosa, AL, 35406-1834, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 03/11/1984 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own 2,761 shares of a privately held stock in my family's business. I'm currently not on board of trustees and am a "non-voting shareholder" \n\nShares were moved into "Mitchell And Rachel Loper Living Trust" in 2023\n\nI'm still Trustee and in full control of the shares (Revocable Trust). Mainly in Trust to protect my minor children (3)Name of Business: Warrior Investment Group LLC Address: 100 Towncenter Blvd., Tuscaloosa, AL, 35406, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/20/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Partner / Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-14 |
Reach out to this advisor