Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-16 |
| WY | RA | APPROVED | 2024-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab And Co., Inc. | Cheyenne | WY | 05/2020 | 02/2022 |
| T Rowe Price | Colorado Springs | CO | 06/2017 | 12/2017 |
| American Medical Response | Colorado Springs | CO | 08/2015 | 03/2017 |
| Wyoming Cowboy Challenge Academy | Guernsey | WY | 04/2019 | 05/2019 |
| Colorado Technical University | Colorado Springs | CO | 05/2018 | 02/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2023 | 09/2023 |
| Unemployed | Cheyenne | WY | 03/2022 | 07/2023 |
| Raymond James Financial Services, Inc. | Cheyenne | WY | 10/2023 | Present |
| Rockwood Financial Services Llc | Cheyenne | WY | 09/2023 | Present |
| Unemployed | Colorado Springs | CO | 12/2017 | 05/2018 |
| Raymond James Financial Services Advisors, Inc | Cheyenne | WY | 03/2024 | Present |
(1) Name of Business: Kevin Guille Strategic Wealth Management Address: 4012 Laramie St, Cheyenne, WY, 82001-2064, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I operate as a Financial Advisor which entails talking with clients, constructing investment portfolios and explaining investments to client, assisting in asset management and client relations under the owner as an employee of the branch.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-22 |
Reach out to this advisor