Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-27 |
| MI | RA | APPROVED | 2021-12-08 |
Branch Locations
161 East Michigan Ave Suite 600, Kalamazoo, MI 49007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Capital Inc | Denver | CO | 11/2015 | 07/2017 |
| Transamerica Investors Securities Corporation | Denver | CO | 08/2017 | 11/2021 |
| Transamerica Retirement Solutions | Denver | CO | 08/2017 | 11/2021 |
| Raymond James & Associates, Inc. | Kalamazoo | MI | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-16 |
Reach out to this advisor