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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-09-05 |
| PA | RA | APPROVED | 2019-09-05 |
| TX | RA | APPROVED_RES | 2019-09-05 |
Branch Locations
875 N. Easton Road Suite 2, Doylestown, PA 18902 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Yardley | PA | 06/2000 | 09/2019 |
| Raymond James Financial Services, Inc. | Doylestown | PA | 09/2019 | Present |
| Raymond James Financial Services Advisors Inc. | Doylestown | PA | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-27 |
Reach out to this advisor