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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Corning | NY | 06/2025 | Present |
| The State University Of New York At Potsdam | Potsdam | NY | 08/2021 | 05/2025 |
| Corning-Painted Post High School | Corning | NY | 09/2017 | 06/2021 |
| Corning Federal Credit Union | Corning | NY | 06/2025 | Present |
| Corning-Painted Post Middle School | Corning | NY | 11/2015 | 06/2017 |
| Raymond James Financial Services Advisors, Inc | Corning | NY | 02/2026 | Present |
(1)Name of Business: Wealth Strategies/CCU Wealth Strategies/Corning Credit Union Wealth Strategies Address: 1 Credit Union Plz, Corning, NY, 14830-2857, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/10/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Operations Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-10 |
Reach out to this advisor