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620 N. Rangeline Road, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-01-29 |
| TX | RA | APPROVED | 2023-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Indianapolis | IN | 10/2009 | Present |
| Bsh Financial | Indianapolis | IN | 10/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Indianapolis | IN | 10/2009 | Present |
| Phil Byers, Llc | Indianapolis | IN | 06/2013 | Present |
1. BSH FINANCIAL; INVESTMENT RELATED;INDIANAPOLIS, IN;10/2009-PRESENT;40 HRS WKLY;32.5 HRS DURING TRADING;EMPLOYEE 2.Name of Business : Phil Byers, LLC Address: 8335 Allison Pointe Trl Ste 110,Indianapolis, IN Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 06/21/2013 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Owner/Proprietor of Phil Byers, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-27 |
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