Best Investors
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Account
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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Lincoln Financial Advisors | Rochester | NY | 04/2015 | 07/2021 |
| Commonwealth Financial Network | Waltham | MA | 07/2021 | 12/2025 |
| Raymond James Financial Services Advisors, Inc. | Fairport | NY | 12/2025 | Present |
| Raymond James Financial Services, Inc. | Fairport | NY | 12/2025 | Present |
(1)Name of Business: Alfred State College - Dept of Financial Planning Address: 10 Upper College Drive, Alfred, NY, 14802, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 05/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Reviewing curriculum and enrollment numbers and providing brainstorming on how to improve enrollment and ease of access of the program to future students. (2)Name of Business: Best Times Financial Address: 345 Woodcliff Dr, Fairport, NY, 14450-4210, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the DBA name that I utilize. I pay an invoice monthly to share the costs of the firm, and to utilize this business name as my DBA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-24 |
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