Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-12 |
| FL | RA | APPROVED | 2026-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pensacola | FL | 10/2020 | 02/2023 |
| Suntrust Bank | Pensacola | FL | 04/2016 | 10/2020 |
| Bank Of America, N.A. | Pensacola | FL | 11/2022 | 05/2023 |
| Raymond James & Associates, Inc | Mobile | AL | 05/2023 | 09/2024 |
| Waverly Advisors, Llc | Pensacola | FL | 10/2024 | 04/2026 |
| Raymond James Financial Services, Inc. | Pensacola | FL | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Pensacola | FL | 05/2026 | Present |
| Gulf Winds Credit Union | Pensacola | FL | 04/2026 | Present |
(1)Name of Business: Favor House Address: 2001 W Blount St, Pensacola, FL, 32501, United States Activity Type: Non profit Position/Title: Board Member, Committee Member Investment Related: Yes Start Date: 08/23/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide governance oversight and strategic guidance to support the organization's mission and long-term sustainability.\nReview and monitor financial performance, budgets, forecasts, and financial policies.\nServe on the Finance Committee to evaluate fiscal health, financial controls, and resource allocation (2)Name of Business: Gulf Winds Credit Union Address: 220 E Nine Mile Road , Pensacola, FL, 32534-3145, United States Activity Type: Bank or Credit Union Associate Position/Title: Officer - Vice President Investment Related: Yes Start Date: 04/29/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor development, growth, etc. (3)Name of Business: Gulf Winds Wealth Management Address: 220 E Nine Rd, Pencacola, FL, 32534-3145, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 04/29/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Im the Vp of Wealth Management for Gulf Winds Credit union. (Supervision, Growth, advisor development.)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-08 |
Reach out to this advisor