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_RES | 2025-05-02 |
| OR | RA | APPROVED | 2017-11-22 |
Branch Locations
8 N State Street Suite 300, Lake Oswego, OR 97034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lake Oswego | OR | 05/2017 | Present |
| Raymond James Financial Services, Inc. | Lake Oswego | OR | 05/2013 | 05/2017 |
| Raymond James Financial Services Advisors Inc. | Lake Oswego | OR | 11/2017 | Present |
| Headway Investments, Llc | Lake Oswego | OR | 01/2021 | Present |
| Romine / Bennett & Associates | Lake Oswego | OR | 02/2012 | 01/2021 |
(1) Name of Business: HEADWAY INVESTMENTS, LLC Address: 8 N State St Ste 300 Lake Oswego, or, 97034, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/15/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-09 |
Reach out to this advisor