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 | 2025-09-26 |
| CT | RA | APPROVED | 2009-01-02 |
Branch Locations
Bolton Landing, NY • United States
40 Tower Lane Avon Park South, Avon, CT 06001 • 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, Inc | Avon | CT | 12/2005 | Present |
| Raymond James Financial Services Advisors, Inc | Avon | CT | 01/2009 | Present |
(1) NAME OF BUSINESS : NA ADDRESS: 40 TOWERR LANE AVON,CT 06001,AVON , CT NATURE OF THE BUSINESS: SUPPORT COMPANY/DBA (OWNER) POSITION/TITLE: SUPPORT COMPANY/DBA (OWNER) INVESTMENT RELATED:NO START DATE: 02/27/2006 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 200 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 40 DESCRIPTION OF DUTIES: LLC (2)Name of Business : vALLEY FIN GROUP Address: 40 Tower Ln,Avon, CT Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Officer-CEO Investment Related:Yes Start Date: 12/06/2005 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: CEO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-14 |
Reach out to this advisor