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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| NY | RA | APPROVED | 2024-06-21 |
| CT | RA | APPROVED | 2024-05-24 |
Branch Locations
14794 West Lake Road, Pulteney, NY 14874 • United States
Arlington, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Clayton | MO | 03/2018 | 03/2019 |
| Christopher Newport University | Newport News | VA | 08/2017 | 12/2017 |
| Unemployed | Richmond Heights | MO | 12/2017 | 03/2018 |
| Ubs | Clayton | MO | 05/2017 | 08/2017 |
| Christopher Newport University | Newport News | VA | 08/2016 | 05/2017 |
| Raymond James & Associates, Inc. | Arlington | MA | 05/2024 | Present |
| Columbia Threadneedle Investments | Boston | MA | 04/2019 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-28 |
Reach out to this advisor