Best Investors
Account
Sign in
210-4 Avondale Ave, Wilmington, NC 28403-7059 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-02-01 |
Branch Locations
210-4 Avondale Ave, Wilmington, NC 28403-7059 • 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 | Wilmington | NC | 04/2009 | 12/2020 |
| Cameron School Of Business, Uncw | Wilmongton | NC | 12/2010 | Present |
| Raymond James Financial Services Advisors, Inc. | Wilmington | NC | 04/2009 | 12/2020 |
| Transitus Wealth Partners, Llc | Wilmington | NC | 01/2021 | Present |
1.CAMERON SCHOOL OF BUSINESS, UNCW - WILMINGTON, NC. TEACHER. STARTED 12/10/2010. 5 HOURS WEEKLY, 0 DURING TRADING HOURS. 2. LANDFALL COUNTRY CLUB - WILMINGTON, NC. CHARITY GRANTS COMMITTEE MEMBER. STRATED 02/04/2011. 3 HOURS WEEKLY, 0 DURING TRADING HOURS. NOT INVESTMENT RELATED 3. Address: Wilmington, NC - Nature of the Business: Support Company/DBA (Non-Owner) - Position/Title: Advisor - Investment Related: No - Start Date: 03/31/2017 - Hours per month devoted to this business: 0 - Hours per month devoted to this business during trading hours: 0 - Description of duties: Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-14 |
Reach out to this advisor