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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-19 |
| TN | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors, Llc | Franklin | TN | 05/2016 | 08/2019 |
| Ifs Financial Services | Cincinnati | OH | 09/2019 | 02/2022 |
| Touchstone Securities, Inc. | Cincinnati | OH | 09/2019 | 02/2022 |
| Raymond James Financial Services, Inc. | Nashville | TN | 03/2022 | Present |
| Pinnacle Bank | Nashivlle | TN | 03/2022 | Present |
| Pinnacle Financial Partners | Nashville | TN | 03/2022 | Present |
(1) Name of Business: Burton Hills Investment Partners Address: 20 Burton Hills Blvd Ste 450, Nashville, TN, 37215-6395, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/04/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: prospecting and bringing on new accounts, maintaining relationships with existing clients, events, etc (2) Name of Business: Pinnacle Bank Address: 20 Burton Hills Blvd, Suite 450, Nashville, TN, 37215, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 03/06/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: assist Raymond James clients with investment accounts and goal planning (3) Name of Business: Pinnacle Financial Partners Address: 20 Burton Hills Blvd, Nashville, TN, 37215, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/06/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: assist clients with Raymond James investment accounts and goal planning (4) Name of Business: TennGreen Address: 6112 Melbourne Dr, Nashville, TN, 37215, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 10/31/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: guide and monitor investment and bank accounts
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-06 |
Reach out to this advisor