Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-02-20 |
| TX | RA | APPROVED_RES | 2019-02-15 |
Branch Locations
8000 Towers Crescent Drive 13Th Floor, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprize Financial Services, Inc. | Mclean | VA | 04/2008 | 02/2019 |
| Raymond James Financial Services Advisors, Inc. | Vienna | VA | 02/2019 | Present |
| Raymond James Financial Services, Inc. | Vienna | VA | 02/2019 | Present |
(1)Name of Business: My Wealth Management Address: 8000 Towers Crescent Dr 13th Floor, Vienna, VA, 22182, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/18/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the LLC set up for our Raymond James business (2)Name of Business: The Fletcher Insurance Group Address: 8000 Towers Crescent Dr 13th Floor, Vienna, VA, 22182, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/14/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Providing insurance solutions for my clients needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-03 |
Reach out to this advisor