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 |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-27 |
Branch Locations
42 Plaza Dr., Travelers Rest, SC 29690 • United States
611 E Main St , Simpsonville, SC 29681 • 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 |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 12/2015 | 02/2018 |
| United Community Banks, Inc. | Easley | SC | 11/2015 | 04/2026 |
| Lpl Financial Llc | Travelers Rest | SC | 02/2018 | 04/2026 |
| Raymond James Financial Services Inc. | Travelers Rest | SC | 04/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Travelers Rest | SC | 04/2026 | Present |
(1)Name of Business: Bank of Travelers Rest Address: 42 Plaza Dr , Travelers Rest, SC, 29690-1688, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 04/24/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (2)Name of Business: Gateway Wealth Management Address: 42 Plaza Drive, Travelers Rest, SC, 29690-1688, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/24/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor/Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-13 |
Reach out to this advisor