Best Investors
Account
Sign in
780 Carillon Parkway, St Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-06-26 |
Branch Locations
1740 Broadway 15Th Floor, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scout Distributors Llc | Kansas City | MO | 04/2013 | 11/2017 |
| Umb Distribution Services, Llc | Milwaukee | WI | 04/2013 | 11/2017 |
| Carillon Fund Distributors, Inc. | New York | NY | 11/2017 | Present |
| Candlewood Isle Group, Inc. | New Fairfield | CT | 07/2019 | Present |
| Carillon Tower Advisers, Inc. | New York City | NY | 11/2017 | Present |
(1) Name of Business: Address: 101 West 87th Street, PH, New York, NY, 10024, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be renting out my apartment. (2) Name of Business: Candlewood Isle Group, Inc. Address: 35 Lake Drive North, New Fairfield, CT, 06812, United States Activity Type: Business Owner Position/Title: Officer - Treasurer Investment Related: No Start Date: 07/15/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife has become a trustee to a foundation, a position outside her normal job. We are going to set up a C Corp to manage the expenses involved with this new role. I plan on managing the C Corp but will not be taking any compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-27 |
Reach out to this advisor