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 |
|---|---|---|---|
| VA | RA | APPROVED | 2018-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc | Williamsburg | VA | 09/2017 | Present |
| Raymond James Financial Serivces Inc | Williamsburg | VA | 06/2016 | 09/2017 |
| Townebank | Williamsburg | VA | 06/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Williamsburg | VA | 09/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Williamsburg | VA | 09/2018 | Present |
(1) Name of Business: Quill Private Wealth Address: 5216 Monticello Ave, Williamsburg, VA, 23188-8212, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None. Brand name for team. (2) Name of Business: Towne Wealth Management Address: 5216 Monticello Ave, Williamsburg, VA, 23188, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/10/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: no responsibilities, FID Bank's Investment division DBA/brand name
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-01 |
Reach out to this advisor