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 |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED_RES | 2025-11-08 |
Branch Locations
300 32Nd St Ste 201, Virginia Beach, VA 23451 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Virginia Beach | VA | 11/2013 | 11/2017 |
| Bb&T Securities | Norfolk | VA | 11/2017 | 02/2021 |
| Truist Investment Services, Inc. | Norfolk | VA | 02/2021 | 11/2025 |
| Truist Advisory Services, Inc. | Norfolk | VA | 02/2021 | 11/2025 |
| Raymond James Financial Services Inc. | Virginia Beach | VA | 11/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Virginia Beach | VA | 11/2025 | Present |
(1)Name of Business: Address: 5304 Lakeside Ave, Virginia Beach, VA, 23451, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of home. This is the first home I owned. After moving out, I turned it into a rental property. I authorize a property manager to make repairs or decline repairs on property. This was disclosed prior to my hire date - I do not know if this entry is redundant. (2)Name of Business: Brooks, Dale & Company Address: 300 32nd St Ste 201, Virginia Beach, VA, 23451-2968, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 11/07/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: Hampton Roads Estate Planning Council Address: 5304 Lakeside Ave, Virginia Beach , AA, 23451, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 09/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Vote on board decisions. Input CFP hours into the CFP website for those who attend meetings and would like eligible CFP credit for attending meetings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-14 |
Reach out to this advisor