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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-31 |
Branch Locations
2633 Camino Ramon Suite 200, San Ramon, CA 94583 • 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 |
|---|---|---|---|---|
| Sgc Financial & Insurance Services | San Mateo | CA | 02/2016 | 08/2020 |
| Summit Financial Group, Llc | San Ramon | CA | 08/2020 | Present |
| Raymond James Financial Services, Inc. | San Ramon | CA | 05/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | San Ramon | CA | 05/2023 | Present |
| Securian Financial Services, Inc. | San Ramon | CA | 02/2016 | 05/2023 |
(1) Name of Business: Summit Financial Group Address: 2000 Crow Canyon Pl Ste 450, San Ramon, CA, 94583-1384, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/17/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Associate Advisor for Financial Advisor, Robert L Avey.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-20 |
Reach out to this advisor