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 |
|---|---|---|---|
| AK | RA | APPROVED | 2022-10-20 |
| TX | RA | APPROVED | 2022-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2008 | 10/2022 |
| Silvertree Wealth Partners | Juneau | AK | 10/2022 | Present |
| Willoughby Wealth Partners | Juneau | AK | 10/2022 | Present |
| Raymond James Financial Services, Inc. | Juneau | AK | 10/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Juneau | AK | 10/2022 | Present |
| Silvertree Collective | Juneau | AK | 10/2022 | Present |
(1)Name of Business: Silvertree Collective Address: 2231 Jordan Ave, Juneau, AK, 99801-8050, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/20/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: DBA name only. Silvertree Collective is an umbrella for all of our affiliated companies. \n (2)Name of Business: Willoughby Wealth Partners Address: 2231 Jordan Ave, Juneau, AK, 99801-8050, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/20/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: DBA Willoughby Wealth Partners
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-25 |
Reach out to this advisor