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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-02 |
| TX | RA | APPROVED_RES | 2020-11-04 |
| MI | RA | APPROVED | 2018-02-16 |
Branch Locations
843 Penniman Avenue, Plymouth, MI 48170 • United States
Madeira, 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 | Farmington Hills | MI | 10/2008 | 02/2018 |
| Raymond James Financial Services, Inc. | Plymouth | MI | 02/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Plymouth | MI | 02/2018 | Present |
| Family Legacy Wealth Partners | Plymouth | MI | 02/2018 | Present |
(1)Name of Business: Address: 13074 Stone Creek Ct, Plymouth, MI, 48170, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/05/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Property management (2)Name of Business: Address: 13074 Stone Creek Ct, Plymouth, MI, 48170, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/24/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rent property and manage balance sheet. Income /expense (3)Name of Business: Family Legacy Wealth Partners Address: 843 Penniman Ave, Plymouth, MI, 48170, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/16/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: relationship manager, investment manager (4)Name of Business: Various Real estate llc's Address: 13074 Stone Creek Ct, Plymouth, MI, 48170, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental properties, managed by a property manager. Responsibility is limited in scope.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1981-06-15 |
Reach out to this advisor