Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-09 |
| TX | RA | APPROVED | 2024-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Ocala | FL | 07/2015 | 05/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2015 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ocala | FL | 05/2019 | 04/2024 |
| Bank Of America, N.A. | Ocala | FL | 06/2019 | 04/2024 |
| Raymond James Financial Services, Inc. | Ocala | FL | 04/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Ocala | FL | 04/2024 | Present |
| Rossedavis3 Llc | Ocala | FL | 04/2024 | Present |
(1)Name of Business: Address: 41 SE 9th Terrace, Ocala, FL, 34471-1108, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 08/19/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Office Space John Meffert Ross DAvis and Warren Scroggie are buying for wealth management business (2)Name of Business: Scroggie Meffert Davis Address: 41 SE 9th Ter, Ocala, FL, 34471-2343, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/05/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advising - marketing DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-24 |
Reach out to this advisor