Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-22 |
| UT | RA | APPROVED | 2025-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Logan | UT | 07/2013 | 05/2025 |
| Raymond James Financial Services Advisors, Inc | Logan | UT | 05/2025 | Present |
| Raymond James Financial Services, Inc. | Logan | UT | 05/2025 | Present |
(1)Name of Business: Ermel Holdings Address: 1097 S Forgotten Lane, Providence, UT, 84332, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/21/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own and Manage real estate holdings (2)Name of Business: Holbrook Wealth Stratgies Address: 1594 N 160 W Ste 110, Logan, UT, 84341-5539, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/21/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: This is my DBA for Raymond James to do my business as an independent advisor with Raymond James (3)Name of Business: Twin Peaks Ridge Address: 754 Eastside Dr, Layton, UT, 84040, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 12/31/1994 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real Estate Ownership of Residential Apartments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-06 |
Reach out to this advisor