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 | 2020-10-08 |
| WI | RA | APPROVED | 2014-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Granite Wealth, Llc | Eau Claire | WI | 09/2013 | 09/2020 |
| Raymond James Financial Services,Inc | Eau Claire | WI | 04/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Eau Claire | WI | 06/2014 | Present |
(1)Name of Business: Blue Granite Wealth, LLC Address: 4257 Southtowne Dr, Eau Claire, WI, 54701, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Maintain business per operating agreement and purchase/sale agreement, fulfill normal duties of business owner in addition to financial advisory duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-28 |
Reach out to this advisor