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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-12-14 |
| SD | RA | APPROVED | 2016-04-04 |
Branch Locations
289 Dakota Ave South Suite 105, Huron, SD 57350 • United States
4828 E 57Th St Suite 1, Sioux Falls, SD 57108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Huron | SD | 04/2016 | Present |
| Aroma Coffee And Cafe | Huron | SD | 09/2014 | 09/2020 |
| Raymond James Financial Services, Inc. | Sioux Falls | SD | 03/2016 | Present |
(1) Name of Business: CenterPoint Wealth Planning Address: 4828 E 57th Street, Ste 1, Sioux Falls, SD, 57108, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 07/02/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the owner of this S Corp, CenterPoint Wealth Planning, Inc I will use this business to operate my Raymond James Financial Advisor branch.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-24 |
Reach out to this advisor