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 |
|---|---|---|---|
| DE | RA | APPROVED | 2024-06-03 |
| MD | RA | APPROVED | 2016-02-01 |
Branch Locations
4800 Hampden Lane Suite 101, Bethesda, MD 20814 • United States
Rockville, MD • United States
Bethany Beach, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Bethesda | MD | 03/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Bethesda | MD | 02/2016 | Present |
| The Meakem Group, Llc | Bethesda | MD | 03/2015 | Present |
| He Meakem Group | Bethesda | ME | 01/2020 | Present |
(1)Name of Business: Address: 4800 Hampden Lane, Bethesda, MD, 20814, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Educating clients about their options, obtaining quotes, preparing applications and working with clients through policy issuance. (2)Name of Business: The Meakem Group Address: 4800 Hampden Ln Ste 810, Bethesda, MD, 20814-2996, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assist with projects and supporting Branch Manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-17 |
Reach out to this advisor