Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-05 |
| TX | RA | APPROVED_RES | 2023-02-10 |
| MI | RA | APPROVED | 2023-02-08 |
Branch Locations
325 N. Old Woodward Ave. Suite 320, Birmingham, MI 48009 • United States
Marco Island, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Farmington | MI | 06/2009 | 01/2023 |
| Raymond James & Associates | Birmingham | MI | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-09 |
Reach out to this advisor