Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-07-11 |
Branch Locations
8485 S Mason Montgomery Rd Suite 1, Mason, OH 45040 • 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. | Maineville | OH | 05/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Mason | OH | 07/2016 | Present |
| Craig Capital Corp, Inc. | Mason | OH | 06/2016 | 05/2019 |
| Payroll Vault | Mason | OH | 06/2018 | 05/2019 |
(1) Name of Business: Address: 8485 S Mason Montgomery Rd Ste 1, Mason, OH, 45040-4023, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/15/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sales of Fixed Insurance Products (2) Name of Business: Companions Ark Address: 1222 Durbin Terrace, Maineville, OH, 45039, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 09/30/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: With help of other board members, set direction of the charity, hire marketing and legal entities, etc. (3) Name of Business: Craig Capital Corp., Inc. Address: 969 Reading Road Ste A, Mason, OH, 45040, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner Operator (4) Name of Business: Craig Capital Wealth Management Address: 8485 S Mason Montgomery Rd Ste 1, Mason, OH, 45040-4023, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/03/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner, Craig Capital Corp Inc,\nRegistered Principal, RJFS (5) Name of Business: Crump LIfe Insurance Services Address: 8485 S Mason Montgomery Rd Ste 1, Mason, OH, 45040-4023, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-14 |
Reach out to this advisor