Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-04-22 |
| TX | RA | APPROVED | 2022-04-22 |
Branch Locations
1441 Main Street Suite 806, Columbia, SC 29201 • United States
1441 Main Street Suite 806, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Columbia | SC | 05/2008 | 04/2022 |
| Wells Fargo Advisors Llc | Camden | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Camden | SC | 11/2016 | 04/2022 |
| Raymond James Financial Services, Inc. | Columbia | SC | 04/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Columbia | SC | 04/2022 | Present |
(1)Name of Business: 2SR's Family Enterprises, LLC Address: 1441 Main St Ste 806, Columbia, SC, 29201-2848, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/18/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: This is my company that contracts with Vision Wealth Group . I am now a 1099 contractor working through this company. (2)Name of Business: Vision Wealth Advisors LLC Address: 1441 Main St Ste 806, Columbia, SC, 29201-2848, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/22/2022 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 | 2008-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-25 |
Reach out to this advisor