Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-10 |
| FL | RA | APPROVED | 2023-02-07 |
Branch Locations
50 N Laura St, Jacksonville, FL 32202 • United States
200 Central Ave, Saint Petersburg, FL 33701 • United States
St. Petersburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Tampa | FL | 08/2015 | 08/2017 |
| Raymond James Financial Services, Inc. | St Petersburg | FL | 08/2017 | 12/2019 |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 08/2018 | 12/2019 |
| Raymond James & Associates | St. Petersburg | FL | 01/2020 | 01/2022 |
| Mutual Of America | Tampa | FL | 01/2022 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Petersburg | FL | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-18 |
Reach out to this advisor