Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-31 |
| MI | RA | APPROVED | 2010-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Bad Axe | MI | 07/2001 | Present |
| Raymond James Financial Services Advisors, Inc. | Bad Axe | MI | 01/2009 | Present |
| Laker High School | Pigeon | MI | 12/2017 | 08/2019 |
(1)Name of Business: Fieldstone Wealth Management LLC Address: 1 E Huron Ave, Bad Axe, MI, 48413, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 06/10/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner Branch Manager and Financial Advisor (2)Name of Business: Jason Partick Properties LLC Address: 1 E Huron Ave, Bad Axe, MI, 48413-1371, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 08/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Ownership roles. Basically ownership of office building where rent is paid by two other companies. One being our financial planning business. (3)Name of Business: Krohn Capital Management Address: 132 E Huron Ave, Bad Axe, MI 48413, Bad Axe, MI, 48413, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/23/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: work as Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-05 |
Reach out to this advisor