Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-10 |
| AZ | RA | APPROVED | 2019-06-26 |
| WI | RA | APPROVED | 2009-06-01 |
Branch Locations
500 Elm Grove Road Suite 108, Elm Grove, WI 53122 • United States
Mesa, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Svcs., Inc. | Milwaukee | WI | 05/2000 | Present |
| Raymond James Financial Services Advisors, Inc | Elm Grove | WI | 06/2009 | Present |
| Real Estate | Elms Grove | WI | 07/2011 | Present |
| Retirement Vision Specialists | Elm Grove | WI | 10/2020 | Present |
(1)Name of Business: Intelligent Investors, LLC Address: 500 Elm Grove Rd Ste 108, Elm Grove, WI, 53122, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: It is my support company to run my business. (2)Name of Business: Retirement Vision Specialists Address: 500 Elm Grove Rd Ste 108, Elm Grove, WI, 53122, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/01/2020 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/ DBA co. We are moving the focus of our marketing efforts to those in the retirement phase. Accordingly we are setting up branding to attract these people. \nWe are still working on this, and prefer to have it set up, so can roll out as desired, when ready.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-11 |
Reach out to this advisor