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 |
|---|---|---|---|
| FL | RA | APPROVED | 2020-10-20 |
Branch Locations
2 N. Tamiami Trail Suite 804, Sarasota, FL 34236 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sarasota | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 11/2016 | 10/2020 |
| Raymond James & Associates, Inc | Sarasota | FL | 10/2020 | Present |
HENLEY HOMEOWNERS ASSOCIATION, NOT INV. RELATED, UNIVERSITY PARK, FL. START: 10/1/18, 2 HOURS/MONTH, 0 DURING TRADING, ASSISTS WITH OVERSEEING HOA MAINTENANCE AND BUDGET.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-21 |
Reach out to this advisor