Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-12-02 |
Branch Locations
2306 E. Washington Street, Bloomington, IL 61752 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 10/2012 | 12/2020 |
| Raymond James Financial Services, Inc. | Bloomington | IL | 12/2020 | Present |
| Raymond James Financial Services Advisors | Bloomington | IL | 12/2020 | Present |
| First Mid Bank & Trust | Bloomington | IL | 12/2020 | Present |
| First Mid Wealth Management | Bloomington | IL | 12/2020 | Present |
(1)Name of Business: Downs Township Address: 23285 E 400 N Rd, Le Roy, IL, 61752, United States Activity Type: Political Office Position/Title: Investment Related: No Start Date: 06/08/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: First Mid Bank & Trust Address: 2306 E Washington St, Bloomington, IL, 61704, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 12/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a financial advisor for the Wealth Management Department (3)Name of Business: First Mid Wealth Management Address: 2306 E Washington St, Bloomington, IL, 61704, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-08 |
Reach out to this advisor