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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-16 |
| CA | RA | APPROVED | 2014-12-17 |
Branch Locations
16133 Ventura Boulevard Suite 530, Encino, CA 91436 • United States
4 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Encino | CA | 12/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Encino | CA | 12/2014 | Present |
| Sussman Wealth Strategies Group | Encino | CA | 09/2018 | Present |
(1)Name of Business: Sussman Wealth Strategies Group Address: 16133 Ventura Blvd Ste 530, Encino, CA, 91436, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/27/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 11-20 Description of duties: This is the name of my financial advisory practice that I am affiliated with Raymond James with. (2)Name of Business: YMF (Young Musicians Foundation) Address: 1044 East Jefferson Blvd. Suite A, Los Angeles, CA, 90011, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 01/18/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend board meetings, vote on various functions.\nWill not be handling money
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-29 |
Reach out to this advisor