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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-01 |
| TX | RA | APPROVED_RES | 2017-05-05 |
| WA | RA | APPROVED | 2017-03-28 |
Branch Locations
360 Central Ave Suite 829, St Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bainbridge Island | WA | 03/2000 | 03/2017 |
| Raymond James Financial Services, Inc. | St Petersburg | FL | 03/2017 | Present |
| Raymond James Financial Services Advisors Inc. | St Petersburg | FL | 03/2017 | Present |
| Next Level Financial | Bainbridge Island | WA | 04/2000 | 12/2017 |
(1)Name of Business: Next Level Financial Address: 360 Central Ave, #829, St Petersburg, FL, 33701, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2000 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: branch mgr, principal, service clients, portfolio management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-09-25 |
Reach out to this advisor