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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-09 |
| TX | RA | APPROVED_RES | 2023-03-27 |
Branch Locations
3300 Pga Boulevard Suite 970, Palm Beach Gardens, FL 33410 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Palm Beach | FL | 02/2014 | 03/2023 |
| Bank Of America, N.A. | West Palm Beach | FL | 08/2014 | 03/2023 |
| Raymond James Financial Services, Inc. | Palm Beach Gardens | FL | 03/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Palm Beach Gardens | FL | 03/2023 | Present |
(1)Name of Business: Helius Wealth Management Address: 3300 Pga Blvd Ste 970, Palm Beach Gardens, FL, 33410-2888, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/24/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I am an independent contractor. I am a financial advisor under the Helius Wealth Management umbrella
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-15 |
Reach out to this advisor