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 | 2023-01-13 |
Branch Locations
2101 Parks Ave Suite 801, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waypoint Advisors Llc | Virginia Beach | VA | 02/2013 | 06/2020 |
| Cary Street Partners Investment Advisory, Llc | Virginia Beach | VA | 06/2020 | 01/2023 |
| Townebank | Virginia Beach | VA | 01/2023 | Present |
| Raymond James Financial Services. Inc. | Virginia Beach | VA | 01/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Virginia Beach | VA | 01/2023 | Present |
| Town Wealth Management | Virginia Beach | VA | 01/2023 | Present |
(1)Name of Business: Towne Wealth Management Address: 2101 Parks Ave Ste 801, Virginia Beach, VA, 23451-4160, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/13/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support co DBA Towne Wealth Management; brand name only (2)Name of Business: TowneBank Address: 2101 Parks Ave Ste 801, Virginia Beach, VA, 23451-4160, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/13/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: RJFS FA through FID bank TowneBank. All responsibilities are RJFS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-17 |
| S65 | Uniform Investment Adviser Law Examination | 2018-09-28 |
Reach out to this advisor