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 | 2021-07-01 |
| WI | RA | APPROVED | 2018-05-01 |
Branch Locations
N21W23340 Ridgeview Parkway Suite 2, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial | Appleton | WI | 01/2016 | 12/2016 |
| Diversified Management, Inc. | Milwaukee | WI | 12/2016 | 04/2018 |
| Raymond James Financial Services, Inc | Waukesha | WI | 05/2018 | Present |
| Raymond James Financial Services Advisors Inc | Waukesha | WI | 05/2018 | Present |
| Merritt Wealth & Retirement Advisors, Inc. | Waukesha | WI | 01/2021 | Present |
| Merritt Wealth & Retirement Advisors, Inc. | Waukesha | WI | 01/2021 | Present |
(1)Name of Business: Merritt Wealth & Retirement Advisors, Inc. Address: 1166 Quail Ct Ste 300, Pewaukee, WI, 53072, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/15/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial advisor, President (2) (1)Name of Business: Mark Kelly LLC Address: 1166 Quail Ct Ste 300, Pewaukee, WI, 53072, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 05/07/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Provide support to Mark Kelly, branch manager RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-24 |
Reach out to this advisor