Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-11 |
Branch Locations
201 E. Pearl St. Ste. 102, Granbury, TX 76048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2015 | 04/2022 |
| Raymond James Financial Services, Inc. | Granbury | TX | 04/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Granbury | TX | 04/2022 | Present |
(1)Name of Business: Maroney Family Wealth Services Address: 201 E Pearl St Ste 102, Granbury, TX, 76048-2177, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Associate/Employee Investment Related: No Start Date: 04/11/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor Duties (2)Name of Business: Maroney Family Wealth Services Address: 301 S Morgan St Ste E, Granbury, TX, 76048-1994, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/11/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide Financial Advice to individuals, families, and business owners. Retirement Planning, Tax considerations, estate planning, education planning, protection planning. (3)Name of Business: Talent Financial Services Address: 201 E Pearl St Ste 102, Granbury, TX, 76048-2177, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/11/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-25 |
Reach out to this advisor