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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-31 |
| TX | RA | APPROVED | 2023-05-31 |
Branch Locations
2633 Camino Ramon Suite 200, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | San Ramon | CA | 04/2000 | 05/2023 |
| Raymond James Financial Services, Inc. | San Ramon | CA | 05/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | San Ramon | CA | 05/2023 | Present |
| Summit Financial Group, Llc | San Ramon | CA | 04/2006 | Present |
(1)Name of Business: Summit Financial Group, LLC Address: 2000 Crow Canyon Pl Ste 450, San Ramon, CA, 94583-1384, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/01/2006 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I am 50% owner and managing partner of Summit Financial Group, LLC. I am also chair of the leadership team.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-06 |
Reach out to this advisor