Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-20 |
| NY | RA | APPROVED | 2021-10-18 |
Branch Locations
255 Woodcliff Drive Suite 1C, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Rochester | NY | 10/2008 | 10/2021 |
| City National Bank | Rochester | NY | 10/2016 | 10/2021 |
| Raymond James Financial Services, Inc. | Fairport | NY | 10/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Fairport | NY | 10/2021 | Present |
| Crux Wealth Advisors | Pittsford | NY | 10/2021 | 12/2022 |
(1)Name of Business: EDGCOMB ADVISORS Address: 255 Woodcliff Dr Suite 1c, Fairport, NY, 14450, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/28/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: EDGCOMB ADVISORS IS OUR DBA\nEDGE WEALTH ADVISORS INC. IS OUR SUB S CORP. (2)Name of Business: Edge Wealth Advisors Inc Address: 122 Cobblecreek Rd, Victor, NY, 14564, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/20/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sub S Corp for back office activities for Lee Edgcomb and Chris Edgcomb at RJFS. (3)Name of Business: Noble Wealth Partners Afilliate Holdings LLC Address: 255 Woodcliff Dr Ste 1C, Fairport, NY, 14450-4219, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: shareholder in the LLC; financial advisor affiliated with the OSJ
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-02 |
Reach out to this advisor