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 |
|---|---|---|---|
| MI | RA | APPROVED | 2021-05-17 |
| TX | RA | APPROVED | 2021-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2014 | 05/2021 |
| Raymond James Financial Services, Inc | Plainwell | MI | 05/2021 | Present |
| Raymond James Financial Services Advisor, Inc | Plainwell | MI | 05/2021 | Present |
(1) Name of Business: Bennett North Street Property, L.L.C. Address: 6809 Hickory Point Drive East, Portage, MI, 49024, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I bought a property with five units that are being rented. I am the sole owner. My responsibilities will be to collect rent and pay expenses, taxes, etc. and manage the property. (2) Name of Business: Bennett Wealth Management LLC Address: 220 S Main St, Plainwell, MI, 49080-1688, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/18/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This LLC was created to track income/expenses from my income associated with Raymond James. I plan to pay expenses from this LLC. (3) Name of Business: BW Majestic Finanacial LLC Address: 220 S Main St, Plainwell, MI, 49080-1688, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/17/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Majestic Financial is the name we do business under via RJFS. (4) Name of Business: Tuts Take Two, LLC Address: 6370 Willow Brook Dr, Kalamazoo, MI, 49048, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 06/12/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Invested money into LLC to invest into Carousel's (soft serve icery) corporate. I have no responsibilities or duties. I'm a silent investor pooling money with other people.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-17 |
Reach out to this advisor