Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-24 |
| MI | RA | APPROVED | 2023-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 06/2011 | 05/2023 |
| Mwa Financial Services Inc. | Rock Island | IL | 09/2011 | 05/2023 |
| Raymond James Financial Services, Inc. | Marcellus | MI | 05/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Marcellus | MI | 05/2023 | Present |
| Western Michigan University | Kalamazoo | MI | 01/2011 | 12/2016 |
| Oakleaf Financial Services | Marcellus | MI | 05/2023 | Present |
| Sturgis Bank & Trust Company | Marcellus | MI | 05/2023 | Present |
| Constantine Public Schools | Constantine | MI | 09/2024 | Present |
(1) Name of Business: Address: 158 E Main St, Marcellus, MI, 49067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/06/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: non variable insurance (2) Name of Business: Oakleaf Financial services Address: 158 E Main St, Marcellus, MI, 49067, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/30/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: financial advisor (3) Name of Business: Sturgis bank and Trust Address: 158 E Main St, Marcellus, MI, 49067, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: No Start Date: 02/04/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 81+ Description of duties: FID Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-19 |
Reach out to this advisor