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 | 2014-05-13 |
| OH | RA | APPROVED | 2009-01-02 |
Branch Locations
7560 Sawmill Parkway Suite E, Powell, OH 43065 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Powell | OH | 01/2008 | Present |
| Raymond James Financial Services Advisors, Inc | Powell | OH | 01/2009 | Present |
(1)Name of Business: KMS Partners, LLC Address: 7560 Sawmill Pkwy Ste E, Powell, OH, 43065, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Officer - Secretary Investment Related: No Start Date: 02/20/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: KMS Partners, LLC is a support company that was established to handle payment of local office expenses that are shared among advisors in our branch (rent, staff, etc.) (2)Name of Business: Powell United Methodist Church Address: 825 E Olentangy St, Powell, OH, 43065, United States Activity Type: Non profit Position/Title: Advisory Board, Finance/Investment Committee Member Investment Related: Yes Start Date: 04/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a member of the endowment committee I help monitor investments of the church's endowment fund and recommend changes when appropriate to the church's leadership team. We also give approval for use of endowment funds. As a member of the leadership board, I assist in reviewing and approving all major business related decisions of the church. All decisions are made by vote of the board/committee. No board or committee member has decision making power individually. (3)Name of Business: RMA Holding, LLC Address: 7560 Sawmill Pkwy Ste E, Powell, OH, 43065, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/19/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Support Company
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-10-09 |
Reach out to this advisor