Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-10 |
| KY | RA | APPROVED | 2026-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Lexington | KY | 08/2009 | 02/2026 |
| Raymond James & Associates, Inc. | Lexington | KY | 02/2026 | Present |
Name of outside business organization: Rental Property Investment related: N Address of business: Lancaster, Kentucky Position, title, association: Co-owner with non-family members Start date of relationship: 3/1/2023 Number of hours devoted: 0 hour(s) Weekly Number of hours devoted during trading hours: 0 General Notes: The rental is a boat dock where individuals keep their boats
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-24 |
Reach out to this advisor