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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-14 |
| VA | RA | APPROVED | 2014-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Christiansburg | VA | 06/2014 | Present |
| Union First Market Bank | Christiansburg | VA | 05/2014 | 12/2016 |
| Raymond James Financial Services Advisors Inc. | Christiansburg | VA | 06/2014 | Present |
| Union Bank And Trust | Christiansburg | VA | 12/2016 | 05/2019 |
| Union Investment Services | Christiansburg | VA | 04/2017 | 05/2019 |
| Atlantic Union Bank | Christiansburg | VA | 03/2021 | 12/2024 |
(1)Name of Business: MTW Properties LLC Address: 502 Second Ave, Radford, VA, 24141, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/18/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own the property located at 502 Second Ave, Radford, Va. and have for the last 28-29 years. I collect rent and provide maintenance. (2)Name of Business: Whitmore Address: 6865 Holly Drive, Radford, VA, 24141, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 12/19/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am opening a Trust brokerage account for myself, Michael T. Whitmore Revocable Trust to receive assets from my mother's [ Nancy H. Whitmore Trust ] estate. Accounts currently held in Trust accounts at Morgan Stanley. (3)Name of Business: Whitmore Address: 6865 Holly drive, Radford, VA, 24141, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 03/23/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My brother and I became Trustees of my mother's Trust as of the date of her passing which was March 23, 2024. (4)Name of Business: Whitmore Address: 105 Arbor Drive, Christiansburg, VA, 24073, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 03/01/2022 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 am the trustee on two accounts for my sons that had been set up under Trust by Nancy H. Whitmore, my mother who is now deceased. I will have the responsibility of investment of funds for these accounts and disbursements per the Trust Document.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-19 |
Reach out to this advisor