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 | 2024-04-16 |
| OH | RA | APPROVED | 2017-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Dayton | OH | 05/2005 | 03/2017 |
| Raymond James Financial Services, Inc. | Dayton | OH | 03/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Dayton | OH | 05/2017 | Present |
| Alfred J. Baumann Charitable Remainder Trust | Dayton | OH | 10/2017 | 10/2023 |
(1)Name of Business: Harrison Wealth Management Group, Ltd. Address: 1700 Lyons Road Suite D, Dayton, OH, 45458, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client meetings including initial appointments for new clients and client reviews. Investment research and due diligence. (2)Name of Business: Harrison Wealth Management Group, Ltd. Address: 1700 Lyons Road Suite D, Dayton, OH, 45458, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Initial client meetings and reviews. investments, annuities and insurance research and due diligence.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-03-01 |
Reach out to this advisor