Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-09-28
IN RA APPROVED 2014-10-17
  • TX RA
    APPROVED_RES
    Since 2020-09-28
  • IN RA
    APPROVED
    Since 2014-10-17

Branch Locations

6329 Constitution Drive, Fort Wayne, IN 46804 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Fort Wayne IN 10/2014 Present
Raymond James Financial Services Advisors Inc. Fort Wayne IN 10/2014 Present
Bvl Advisors Llc Fort Wayne IN 08/2014 12/2016
Burton Vosmeier & Looney Financial Advisory Group Fort Wayne IN 08/2014 Present
  • 10/2014 → Present
    Raymond James Financial Services, Inc.
    Fort Wayne, IN
  • 10/2014 → Present
    Fort Wayne, IN
  • 08/2014 → 12/2016
    Bvl Advisors Llc
    Fort Wayne, IN
  • 08/2014 → Present
    Burton Vosmeier & Looney Financial Advisory Group
    Fort Wayne, IN
Previous Registrations
Other Businesses

(1)Name of Business: Burton Vosmeier & Looney Financial Advisory Group Address: 6329 Constitution Dr, Fort Wayne, IN, 46804, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/22/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Partner (2)Name of Business: BVL Advisors LLC Address: 6329 Constitution Dr, Fort Wayne, IN, 46804, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/22/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner (3)Name of Business: BVL Enterprises LLC Address: 6319 & 6329 Constitution Drive, Fort Wayne, IN, 46804, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/07/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: A co-owner, manager of the LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-01
  • S66 Uniform Combined State Law Examination
    2000-11-01

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fort Wayne, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor