Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED_RES | 2025-11-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Bb&T Securities, Llc | Norfolk | VA | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Norfolk | VA | 02/2021 | 11/2025 |
| Truist Advisory Services, Inc. | Norfolk | VA | 02/2021 | 11/2025 |
| Raymond James Financial Services, Inc. | Virginia Beach | VA | 11/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Virginia Beach | VA | 11/2025 | Present |
(1) Name of Business: Brooks, Dale and Company Address: 101 W Main St, Norfolk, VA, 23510-1646, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/06/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Manager (2) Name of Business: Dale Address: 101 W Main St, Norfolk, VA, 23510-1646, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 12/04/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I serve as the principal trustee of my deceased step mother's testamentary trust for the benefit of one of her sons - my step brother John Allen Miller. My step brother is [REDACTED] handicapped. I send him money when he needs assistance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-09 |
Reach out to this advisor