Best Investors
Account
Sign in
Best Investors
Account
Sign in
New Smyrna Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2020 | 03/2022 |
| City Of New Smyrna Beach | New Smyrna Beach | FL | 11/2018 | 11/2022 |
| Syntellis Performance Solutions | Skokie | IL | 06/2020 | 11/2020 |
| Kaufman Hall And Associates | Skokie | IL | 09/2017 | 06/2020 |
| Embry-Riddle Aeronautical University | Daytona Beach | FL | 08/2008 | 12/2017 |
| Peak Brokerage Services, Llc | Jupiter | FL | 10/2023 | 08/2024 |
| Blackridge Asset Management, Llc | Jupiter | FL | 10/2023 | 08/2024 |
| Smyrna Consulting Group, Llc | New Smyrna Beach | FL | 04/2022 | 08/2024 |
| Gray Lake Advisors Llc | New Smyrna Beach | FL | 08/2024 | Present |
Business Activity: Land Holding Company; Business Entity: RK Owen LLC; Address: New Smyrna Beach, FL; Duties of Position: None; Title: Managing Partner; Start Date: 05/2018; Approx. # of hours per month spent on activity: 0; Approx, # of hours spent during trading hours: 0 Business Activity: Higher Education Software Consulting; Business Entity: Spaulding Ridge; Address: Chicago, Il; Duties of position: Client acquisition and retention; Title: Director; Start Date: 04/2024; Approx. # of hours per week spent on activity: 20; Approx. # of hours spent during trading hours: 5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-20 |
Reach out to this advisor