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 | 2015-03-03 |
Branch Locations
9726 Commerce Center Court Suite 2, Fort Myers, FL 33908 • United States
Port Charlotte, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Ft Myers | FL | 02/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Fort Myers | FL | 03/2015 | Present |
| Kleinfeld Wealth Group | Fort Myers | FL | 01/2015 | Present |
(1)Name of Business: Kleinfield Wealth Group Address: 9726 Commerce Center Ct Ste 2, Fort Myers, FL, 33908, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/26/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Operations Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-10 |
Reach out to this advisor