Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-10 |
| MA | RA | APPROVED | 2009-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Salem | MA | 11/2008 | Present |
| Raymond James Financial Services Advisors Inc. | Salem | MA | 04/2009 | Present |
| Falcon Financial Corp | Salem | MA | 10/2008 | Present |
| Falcon Realty, Llc | Salem | MA | 03/2011 | Present |
| Coltcam Crowninshield Llc | Salem | MA | 01/2014 | Present |
(1)Name of Business: Coltcam Crowninshield LLC Address: 530 Loring Ave Ste 203, Salem, MA, 01970, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/21/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Residential Real Estate Rental (2)Name of Business: FALCON FINANCIAL CORP. Address: 530 Loring Ave Ste 203, Salem, MA, 01970, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/10/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner of DBA (3)Name of Business: FALCON REALTY LLC Address: 530 Loring Ave Ste 203, Salem, MA, 01970, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 03/11/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: OWNER (4)Name of Business: SACHAR Address: 530 Loring Ave Ste 203, Salem, MA, 01970, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 11/18/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-23 |
Reach out to this advisor