Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-26 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
1900 New Jersey Ave, North Wildwood, NJ 08260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Morristown | NJ | 10/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Morristown | NJ | 11/2016 | 03/2022 |
| Raymond James Associates | Morristown | NJ | 03/2022 | Present |
(1) Name of Business: Address: 336 Hickman Street, Rehoboth Beach, DE, 19971, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental real estate owned by my wife and I. We own and care for our property owned in individual name as a second home/rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-13 |
Reach out to this advisor