Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-28 |
| IN | RA | APPROVED | 2012-07-27 |
| FL | RA | APPROVED | 2009-04-13 |
Branch Locations
2025 W. Old Us Highway 441, Mount Dora, FL 32757 • United States
2 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 | Mt. Dora | FL | 04/2005 | Present |
| Raymond James Financial Services Advisors, Inc | Mt Dora | FL | 01/2009 | Present |
(1)Name of Business: Cactus Lane Properties, LLC Address: 3613 Cactus Lane , Mount Dora, FL, 32757, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Maintain and management services for a rental home. (2)Name of Business: Collier Financial Solutions,INC Address: 2025 W Old US Highway 441, Mount Dora, FL, 32757, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Independent Contractor, Officer - CEO, Officer - President, Officer - Secretary, Officer - Treasurer Investment Related: No Start Date: 05/01/2005 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: President CFS, Inc (3)Name of Business: n/a, but Errands Etc is name of wife's business Address: 3613 Cactus Lane, Mount Dora, FL, 32757, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 10/15/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Spousal Benefits
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-18 |
Reach out to this advisor