Best Investors
Account
Sign in
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-04-29 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
8679 E San Alberto Dr., Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 10/2016 | 04/2024 |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 07/2016 | 10/2016 |
| Raymond James Financial Services Advisors Inc. | Phoenix | AZ | 11/2017 | 04/2024 |
| Mp Advisors | Phoenix | AZ | 12/2017 | Present |
| Mekosh Financial | Phoenix | AZ | 07/2016 | Present |
| Concurrent Investment Advisors, Llc | Phoenix | AZ | 04/2024 | Present |
(1)Name of Business: Baldini Investment Strategies Address: 3131 E Camelback Rd Ste 335, Phoenix, AZ, 85016, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/18/2016 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Administration, incoming phone calls, paperwork , client settings (2)Name of Business: MP Advisors Address: 3131 E Camelback Rd Ste 335, Phoenix, AZ, 85016, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/18/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage operations of business (3)Name of Business: MP Advisors, LLC Address: 3131 E Camelback Rd Ste 335, Phoenix, AZ, 85016, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 12/15/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Client services/operations for the branch
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-02 |
Reach out to this advisor