Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-08 |
Branch Locations
5007 Scotts Valley Dr, Scotts Valley, CA 95066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Scotts Valley | CA | 05/2024 | Present |
| Emzingo & Emzingoiu | Waltham | MA | 01/2022 | 04/2022 |
| Laetro | Menlo Park | CA | 05/2022 | 04/2023 |
| Doordash | Los Gatos | CA | 05/2019 | 08/2021 |
| Classic Parking | Saratoga | CA | 05/2019 | 08/2019 |
| Instacart | Los Gatos | CA | 05/2019 | 08/2021 |
| Nhl All Star Game | San Jose | CA | 01/2019 | 01/2019 |
| Classic Parking | Saratoga | CA | 05/2021 | 08/2021 |
| Cawley Curran Wong & Associates | Vancouver | 01/2019 | 04/2019 | |
| Unemployed | Saratoga | CA | 08/2021 | 01/2022 |
| Unemployed | Los Gatos | CA | 05/2023 | 01/2024 |
| Kevin L. Mize, Cfp® | Scotts Valley | CA | 02/2024 | 04/2024 |
| Bentley University | Waltham | MA | 08/2019 | 05/2023 |
| Student | San Jose | CA | 01/2004 | 01/2019 |
| Raymond James Financial Services Advisors, Inc | Scotts Valley | CA | 07/2025 | Present |
(1)Name of Business: Earthrise Financial Address: 4340 Scotts Valley Dr Ste D, Scotts Valley, CA, 95066-4541, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/08/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Sales Assistant \nconduct equity research \ncreate ACATS \nassist in client communication \nsit in client meetings with the branch manager Kevin Mize
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-30 |
Reach out to this advisor