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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-02-22 |
| TX | RA | APPROVED | 2023-02-22 |
Branch Locations
3561 E Sunrise Dr Suite 105, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Tucson | AZ | 12/2016 | 02/2023 |
| Fellah Enterprises Llc | Tucson | AZ | 06/2005 | 10/2016 |
| Raymond James Financial Services, Inc | Tucson | AZ | 02/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Tucson | AZ | 02/2023 | Present |
(1) Name of Business: Community Foundation of Southern Arizona Address: 5049 E Broadway Blvd # 201, Tucson, AZ, 85711, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Have regular meetings to discuss investment allocations and performance of various endowments the organization manages and oversees. (2) Name of Business: Fellah Enterprises LLC Address: 6181 N Panorama Cir, Tucson, AZ, 85704, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/15/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is import/export business no longer active but the entity remains existent for disclosure. The activity is limited to some basic, minimal hours annually to file taxes and keep records. (3) Name of Business: SilverTree Wealth Partners Address: 3561 E Sunrise Dr Ste 105, Tucson, AZ, 85718-3227, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/22/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support company DBA (4) Name of Business: WAY Holding Company LLC Address: 3561 E Sunrise Dr Ste 105, Tucson, AZ, 85718-3227, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/27/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member Manager - Pass through entity for shared expenses of branch office. (5) Name of Business: Yamen Fellah PLLC Address: 3561 E Sunrise Dr Ste 105, Tucson, AZ, 85718-3227, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/18/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Member Manager - Pass through entity for FA related business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-29 |
Reach out to this advisor