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 | 2021-04-01 |
| WA | RA | APPROVED | 2021-04-01 |
Branch Locations
5915 S Regal St Suite 206-B, Spokane, WA 99223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 04/2006 | 04/2021 |
| Raymond James Financial Services, Inc | Spokane | WA | 04/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Spokane | WA | 04/2021 | Present |
(1) Name of Business: Echelon Capital Investments Address: 111 S Post St, Spokane, WA, 99201, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the LLC I organized in order to do business as an FA with Raymond James (2) Name of Business: Echelon Northwest Capital Address: 111 S Post St Ste 2270, Spokane, WA, 99201-4900, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 12/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am responsible for all operations of the firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-22 |
Reach out to this advisor