Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-11-27 |
| TX | RA | APPROVED_RES | 2021-10-29 |
Branch Locations
175 Regency Woods Pl Suite 450, Cary, NC 27518 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cary | NC | 08/2012 | 10/2021 |
| Bank Of America, N.A. | Cary | NC | 09/2012 | 10/2021 |
| Raymond James & Associates, Inc. | Cary | NC | 10/2021 | Present |
(1)Name of Business: CB Ave 1 Address: 106 Witham Park Ct, Cary, NC, 27518, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/10/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: collect rent, pay mortgage (2)Name of Business: CB Ave 2 Address: 106 Witham Park Ct, Cary,\n, NC, 27518, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/15/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Paying Bilsl, collecting monthly rent from property management. (3)Name of Business: Landmark Free Will Baptist Church Address: 9011 Chapel Hill Rd, Cary, NC, 27513, United States Activity Type: Religious Position/Title: Other Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee - 1 of 4 (4)Name of Business: Lord Byron Ct Address: Lord Byron Ct #211, Cary, NC, 27513, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/10/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: collecting rent, management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-02 |
Reach out to this advisor