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 |
|---|---|---|---|
| WY | RA | APPROVED | 2017-08-08 |
| TX | RA | APPROVED | 2017-03-13 |
| CO | RA | APPROVED | 2013-09-03 |
| CA | RA | APPROVED | 2011-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Cheyenne | WY | 11/2011 | Present |
| Raymond James Financial Services Advisors, Inc. | Cheyenne | WY | 11/2011 | Present |
| Brian D Eilers Cfp Llc | Colorado Springs | CO | 01/2012 | Present |
| The Compass Wealth Group, Llc | Cheyenne | WY | 01/2012 | Present |
(1)Name of Business: Brian D Eilers CFP LLC Address: 1586 Promontory Bluff Vw, Colorado Springs, CO, 80921, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/06/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of the business (2)Name of Business: The Compass Wealth Group, LLC Address: 5920 Yellowstone Rd, Cheyenne, WY 82009, Cheyenne, WY, 82009, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/06/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part-owner of the business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-19 |
Reach out to this advisor