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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-14 |
Branch Locations
7 Switchbud Place Suite 198C, The Woodlands, TX 77380 • United States
1330 Lake Robbins Drive Suite 150, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | The Woodlands | TX | 12/2009 | 09/2019 |
| Raymond James Financial Services Advisors, Inc | The Woodlands | TX | 05/2014 | 09/2019 |
| Woodforest National Bank | The Woodlands | TX | 12/2009 | 09/2019 |
| Raymond James Financial Services, Inc. | The Woodlands | TX | 05/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | The Woodlands | TX | 05/2021 | Present |
| Unemployment | The Woodlands | TX | 09/2019 | 05/2021 |
| Woodforest National Bank | The Woodlands | TX | 05/2021 | Present |
(1)Name of Business: Woodforest Wealth Address: 1330 Lake Robbins Dr, Suite 150, The Woodlands, TX, 77380, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 05/10/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Program Operations Coordinator for FID branch
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-26 |
Reach out to this advisor