Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-22 |
| FL | RA | APPROVED | 2021-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Tampa | FL | 02/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 11/2016 | 06/2021 |
| Raymond James & Associates, Inc. | Tampa | FL | 06/2021 | Present |
1) TRUSTEE FOR FRIEND, INV RELATED, TAMPA, FL START: 8/2011, 1 HOUR PER MONTH/0 DURING TRADING. 2) Name of Business : Dwight Wayne Olson TR Created under Yetive B. Olson Rev Tr Address: Tampa, FL Nature of the Business: Trustee/Successor Trustee Position/Title: Trustee/Successor Trustee Investment Related:Yes Start Date: 06/14/2021 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: I am a Trustee for Dwight Wayne My partner is the Advisor of Record on the RJ Account (to be opened) $1000.00 a month is sent to the client and pay his annual CPA Accounting fees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-05 |
Reach out to this advisor