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 |
|---|---|---|---|
| OH | RA | APPROVED | 2018-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcgervey Wealth Management, Llc | Canton | OH | 08/2016 | 05/2018 |
| Raymond James Financial Services, Inc. | Canton | OH | 06/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Canton | OH | 06/2018 | Present |
(1)Name of Business: Happy Valley Lodge LLC Address: 2979 Forestview St NE, Canton, OH, 44721, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/02/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Family owned tree farm - rustic cabin with a fishing pond. Family owned recreation use only. (2)Name of Business: PortfolioVision Address: 4158 Munson St NW, Canton, OH, 44718, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/02/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the 6JY Support company for compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-27 |
Reach out to this advisor