Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-24 |
| GA | RA | APPROVED | 2015-08-27 |
| CT | RA | APPROVED | 2012-10-09 |
| AL | RA | APPROVED | 2012-10-01 |
| FL | RA | APPROVED | 2009-03-31 |
Branch Locations
8788 Boynton Beach Blvd Suite 100, Boynton Beach, FL 33472 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Boynton Beach | FL | 01/2003 | Present |
| Raymond James Finanial Services Advisors, Inc. | Boynton Beach | FL | 01/2009 | Present |
| Distribution Planning Services | Boynton Beach | FL | 10/2008 | Present |
| Connor Wealth Managment | Boynton Beach | FL | 01/2003 | Present |
(1)Name of Business: CFG Wealth Management Address: 8788 Boynton Beach Blvd, Suite 100, Boynton Beach , FL, 33472, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - CEO Investment Related: No Start Date: 01/15/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Principal and Branch Manager (2)Name of Business: Connor Financial Group Address: 8788 Boynton Beach Blvd Ste 100, Boynton Beach, FL, 33472-4467, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/17/2003 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Office/ branch owner. We are updating our current name 'Connor Financial Group" to "Connor Wealth Management" to provide a clearer name of what we do and are.\nOur RJ website stays connorfinancial.com as someone already had connorwealthmanagment.com (3)Name of Business: Connor Financial Group Address: 8461 Lake Worth Rd Ste 178, Wellington, FL, 33467, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Other Investment Related: No Start Date: 07/01/2015 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Connor Financial Group. Provides investment management and advisory services using the Raymond James platform. (4)Name of Business: Connor Wealth Management Address: 8788 Boynton Beach Blvd Ste 100, Boynton Beach, FL, 33472-4467, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - President Investment Related: No Start Date: 01/17/2003 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Run and administer ICD branch 7CL (5)Name of Business: Distribution Planning Services Address: 8461 Lake Worth Rd Ste 178, Wellington, FL, 33467, United States Activity Type: Accounting/CPA Position/Title: Advisor Investment Related: Yes Start Date: 10/06/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Advising on beneficiary structuring for tax maximization, distribution planning, ROTH conversions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1981-11-30 |
Reach out to this advisor