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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED_RES | 2010-10-29 |
| NJ | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Red Bank | NJ | 05/2001 | Present |
| Saddle River Holdings Group 2 | Red Bank | NJ | 11/2005 | Present |
| Raymond James Financial Services Advisors, Inc | Red Bank | NJ | 01/2009 | Present |
| Koin/Wanda | Red Bank | NJ | 01/2015 | 05/2019 |
| Banyan Wealth | Red Bank | NJ | 12/2020 | Present |
(1)Name of Business: Banyan Wealth Address: 11 Wharf Ave C-2, Red Bank, NJ, 07701, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/29/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner of Support Company (2)Name of Business: Saddle River Holdings Group 2 Address: Branch Location, 11 Wharf Ave , C- 2, Red Bank, NJ, 07701, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/23/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Branch Support Company (3)Name of Business: Sergio Trust Address: 7 Diamond Hill Road, Marlboro, NJ, 07746, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 03/21/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Trustee (4)Name of Business: SRHG 11 WHARF LLC Address: 11 Wharf Ave C-2, Red Bank, NJ, 07701, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner Occupied, no duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-22 |
Reach out to this advisor