Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Futurity First Investment Services (Ffis) | Hartford | CT | 04/2010 | 01/2017 |
| Raymond James Financial Services, Inc. | West Hartford | CT | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | West Hartford | CT | 05/2026 | Present |
| Futurity First Advisory Services Inc. | Hartford | CT | 10/2012 | 01/2017 |
| Tlg Advisors, Inc. | West Hartford | CT | 11/2017 | 05/2026 |
| Futurity First Advisory Services (Ffas) | Hartford | CT | 04/2010 | 12/2016 |
| Futurity First Financial Corporation (Fffc) | Hartford | CT | 01/2010 | 01/2017 |
| The Leaders Group Inc | Summit | NJ | 11/2017 | 05/2026 |
| Covr Financial Technologies | Boise | ID | 09/2017 | 01/2026 |
| The Sequoia Group Llc | West Hartford | CT | 02/2017 | 05/2026 |
(1)Name of Business: Connecticut Science Center Address: 93 Stoner Drive, West Hartford, CT, 06107, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 04/02/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I’m a trustee. General guidance and advice. (2)Name of Business: Eagle Rock A Greenberg and Rock company Address: 67 E Park Place Ste 750, Morristown , NJ, 07960-7103, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/19/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Employee of branch DBA (3)Name of Business: The Sequoia Group Address: 93 Stoner Drive, West Hartford, CT, 06107, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 01/15/2017 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: The Seqouia Group is my LLC that i use for consulting, not related to registered product sales. The consulting I do is very limited and includes consulting with insurance companies and technology firms to help them increase their sales penetration. It could include advice on dsibtrution channels, sales strategies, lead generation, etc
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-31 |
Reach out to this advisor