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 |
|---|---|---|---|
| FL | RA | APPROVED | 2009-05-14 |
| TX | RA | APPROVED_RES | 2009-01-02 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services | Destin | FL | 04/2003 | Present |
| Raymond James Financial Services Advisors, Inc | Destin | FL | 01/2009 | Present |
(1)Name of Business: DMR Wealth Services Address: 3997 Commons Dr W Ste O, Destin, FL, 32541, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/05/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My support Company (2)Name of Business: Preserve Bluewater Bay INC Address: 2000 Bluewater Blvd, Niceville, FL, 32578, United States Activity Type: Non profit Position/Title: Director Investment Related: Yes Start Date: 03/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As homeowners in Bluewater Bay, several of us have volunteered to help oversee the Golf course operations and work with the General Manager and Superintendent. Our goal is to buy the 150 acres to preserve the land from future development if the Golf course fails to remain open. We were successful and were able to buy the land.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-02-17 |
Reach out to this advisor