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 | 2019-05-09 |
Branch Locations
900 East Indiantown Road Suite 309, Jupiter, FL 33477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Jupiter | FL | 01/2013 | Present |
| Frost Financial Services, Inc. | Jupiter | FL | 06/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Jupiter | FL | 05/2019 | Present |
(1)Name of Business: Frost Financial Services, Inc. Address: 900 E Indiantown Rd Ste 309, Jupiter, FL, 33477, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/13/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Employee of Support Company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-08 |
Reach out to this advisor