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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Goshen | NY | 10/2004 | 06/2017 |
| Raymond James Financial Services, Inc. | Goshen | NY | 06/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Goshen | NY | 06/2017 | Present |
1) Name of Business: Hudson River Lodge #309 Free & Accepted Masons Address: 47 Old Rt 9W, New Windsor, NY, 12553, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 06/19/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member along with two other individuals. We are responsible for our lodge assets. (2) Name of Business: Tangredi Financial Services, LLC Address: 2679 Route 17M, Suite C, Goshen, NY, 10924, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/20/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner of support company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-12 |
Reach out to this advisor