Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-25 |
| FL | RA | APPROVED | 2009-06-25 |
Branch Locations
720 Rugby Street Suite 200, Orlando, FL 32804 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Orlando | FL | 04/2006 | Present |
| Independent Contractor | Orlando | FL | 05/2006 | 05/2022 |
| K Brain | Orlando | FL | 05/2012 | 05/2022 |
| Raymond James Financial Services Advisors Inc | Orlando | FL | 01/2009 | Present |
| Att | Orlando | FL | 05/2006 | 02/2022 |
| Agility Advisor Group | Orlando | FL | 08/2018 | 05/2025 |
(1)Name of Business: Agility Wealth Management Address: 720 Rugby St Ste 200, Orlando, FL, 32804, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/15/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is my Team marketing name support company. I manage the entire team (2)Name of Business: Agility Wealth Management Casper Address: 720 Rugby St Ste 200, Orlando, FL, 32804, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/06/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner Support Company for our Casper WY Branch (3)Name of Business: BCW Financial Consultants, LLC Address: 720 Rugby St Ste 200, Orlando, FL, 32804, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/23/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help with payroll and benfits offered to our employees (4)Name of Business: BCW Property Mangement, LLC Address: 720 Rugby St, Orlando, FL, 32804, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/02/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an LLC that I own with Scott Brown. We purchased a commercial building that we use for our wealth management practice. (5)Name of Business: NA Address: 720 Rugby St #200 Orlando Fl 32804, Orlando, FL, 32804, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/30/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 401K Plan that was sold over 15 yrs ago that is a split between me and a non RJ broker. (6)Name of Business: Paul S Wood PA Address: 720 Rugby St Ste 200, Orlando, FL, 32804, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/03/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: personal s corp that I deposit 1099 incoem from RJ and then pay my business expenses. (7)Name of Business: WMM Group, LLC Address: 720 Rugby St Ste 200, Orlando, FL, 32804, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of S-Corp that we opened for our Jacksonville practice and pay bills and payroll for the practice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-10 |
Reach out to this advisor