Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED_RES | 2016-11-10 |
| CA | RA | APPROVED | 2013-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Elmira | NY | 04/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Elmira | NY | 04/2013 | Present |
(1)Name of Business: Guardian Wealth Management, LLC Address: 100 N Main St Ste 100, Elmira, NY, 14901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/02/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-owner of the LLC that owns the book of business held at Raymond James. All of the business/accounts are run through Raymond James. (2)Name of Business: Hudson Stuart Holdings, LLC Address: 930 W. Church St., Elmira, NY, 14905, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/31/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner in LLC that will own our new office building. (3)Name of Business: The Brand Schweizer Group Address: 930 West Church Street, Elmira, NY, 14905, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/10/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The Brand Schweizer Group is our DBA name for our Raymond James related practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-30 |
Reach out to this advisor