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 | 2022-02-04 |
| NY | RA | APPROVED | 2021-03-09 |
Branch Locations
434 Delaware Ave Suite Csg, Buffalo, NY 14222 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Niagara Bank | Buffalo | NY | 05/2012 | 09/2016 |
| M&T Securities | Buffalo | NY | 09/2016 | 05/2019 |
| Key Investment Services, Llc | Buffalo | NY | 06/2019 | 02/2021 |
| Raymond James Financial Services, Inc. | Buffalo | NY | 02/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Buffalo | NY | 02/2021 | Present |
| Crux Wealth Advisors, Llc | Buffalo | NY | 03/2021 | 11/2022 |
| Noble Wealth Partners | Buffalo | NY | 12/2023 | 06/2026 |
(1) Name of Business: Bill Pack LLC Address: 434 Delaware Ave, Buffalo, NY, 14202, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/04/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Minority partner in legal entity which processes expenses for my financial planning practice with Raymond James. (2) Name of Business: Cirocco Smith Group Address: 434 Delaware Ave, Buffalo, NY, 14202-1534, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 09/12/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Minority partner in legal entity which processes expenses for my financial planning practice with Raymond James.\n\n (3) Name of Business: JMS Enterprises NY Inc Address: 434 Delaware Ave, Buffalo, NY, 14202, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/07/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-24 |
Reach out to this advisor