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 | 2025-04-11 |
| NM | RA | APPROVED | 2014-11-24 |
Branch Locations
324 Paseo De Peralta Suite A, Santa Fe, NM 87501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Santa Fe | NM | 08/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Santa Fe | NM | 11/2014 | Present |
| White & Luff Financial Inc | Santa Fe | NM | 01/2015 | Present |
(1)Name of Business: White & Luff Financial Inc. Address: 324 Paseo de Peralta Ste A, Santa Fe, NM, 87501, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - Secretary Investment Related: No Start Date: 09/25/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Co-owner and Advise clients on their RJ portfolios.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-31 |
Reach out to this advisor