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 | 2024-04-02 |
| TX | RA | APPROVED_RES | 2024-04-01 |
Branch Locations
5448 Thornwood Drive Suite 102, San Jose, CA 95123 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Jose | CA | 10/2012 | 09/2016 |
| Unionbanc Investment Services | San Francisco | CA | 09/2016 | 03/2021 |
| Raymond James & Associates Inc | San Jose | CA | 03/2021 | 04/2024 |
| Raymond James Financial Services, Inc. | San Jose | CA | 04/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | San Jose | CA | 04/2024 | Present |
| Wamg & Co Inc | San Jose | CA | 09/2024 | Present |
(1)Name of Business: WAMG & Co Inc Address: 5806 Arapaho Dr, San Jose, CA, 95123, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Officer - Treasurer, Officer - President, Officer - Secretary Investment Related: No Start Date: 09/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company. S-Corp (2)Name of Business: Wealthstone Asset Management Group Address: 5448 Thornwood Dr Ste 102, San Jose, CA, 95123-1225, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-18 |
Reach out to this advisor