Best Investors
Account
Sign in
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-03-18 |
| TX | RA | APPROVED_RES | 2024-03-16 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
119 S Agusta Street Suite 101, Staunton, VA 24401 • United States
Waynesboro, VA • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2011 | 01/2021 |
| Raymond James Financial Services, Inc | Chesapeake | VA | 01/2021 | 03/2024 |
| Raymond James Financial Services Advisors | Chesapeake | VA | 01/2021 | 03/2024 |
| Freedom Street Partners | Staunton | VA | 01/2021 | 03/2024 |
| Steward Partners Global Advisory, Llc | Staunton | VA | 03/2024 | Present |
| Steward Partners Investment Solutions, Llc | Staunton | VA | 03/2024 | Present |
| Steward Partners Investment Advisory, Llc | Staunton | VA | 03/2024 | Present |
(1)Name of Business: Freedom Street Partners Address: 5 Middlebrook Ave, Staunton, VA, 24401-4259, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/27/2021 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 (2)Name of Business: JADFS LLC Address: 5 Middlebrook Ave, Staunton, VA, 24401, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/27/2021 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 (3) Name of Business: NKD Towing, LLC; City/State: Fishersville, VA; Activity Type: Business Ownership; Nature of business: Tow Company; Position: Owner; Start date: 08/01/2017; 2 HRS/Mo devoted to this activity; 0 HRS/MO devoted during business hours; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-15 |
Reach out to this advisor