Best Investors
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Account
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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-22 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foreside Funds Distributors Llc | Boca Raton | FL | 09/2024 | 08/2025 |
| Polen Capital Management, Llc | Boca Raton | FL | 07/2024 | 08/2025 |
| Bank Of Montreal | New York | NY | 06/2023 | 08/2023 |
| Raymond James & Associates, Inc. | Saint Petersburg | FL | 09/2025 | Present |
| University Of Miami | Coral Gables | FL | 12/2020 | 05/2024 |
| Student | Tavernier | FL | 08/2015 | 12/2020 |
1) Polen Capital Management, LLC; Investment Related; Boca Raton; Asset Management; Relationship Associate; 180 hours per month; Start Date 7/2024; Sales and focus growth strategies. 2) In addition to being an investment advisor representative of Polen Capital Management, LLC, this associate is a registered representative of Foreside Funds Distributors LLC, an unaffiliated broker dealer. The associate is a registered representative for purposes of Foreside Funds Distributors LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-26 |
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