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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Syracuse | NY | 04/2005 | Present |
| New Visions | Syracuse | NY | 10/1994 | Present |
| Raymond James Financial Services Advisors, Inc | Syracuse | NY | 01/2009 | Present |
| Planned Results Inc | Syracuse | NY | 10/2005 | 08/2017 |
(1)Name of Business: Planned Results, Inc. Address: 400 Spencer Streeet Syracuse, NY 13204, Syracuse, NY, 13204, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/05/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (2)Name of Business: Planned Results, Inc. Address: 400 Spencer St, Syracuse, NY, 13204, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/02/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor. Planned Results, Inc is our dba/support co for the group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-26 |
Reach out to this advisor