Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-12 |
| ME | RA | APPROVED | 2023-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maine Central Institute | Pittsfield | ME | 08/2013 | 06/2017 |
| Stonehill College | Easton | MA | 08/2017 | 05/2021 |
| Financial Benefit Services Corporation - Raymond James | Portland | ME | 06/2021 | 04/2023 |
| Stonehill College Admissions Department | Easton | MA | 08/2018 | 05/2021 |
| Financial Benefit Services Corporation - Raymond James | Portland | ME | 06/2019 | 05/2021 |
| Raymond James Financial Services, Inc | Portland | ME | 07/2016 | Present |
| Raymond James Financial Services Advisors, Inc | Portland | ME | 03/2023 | Present |
(1)Name of Business: Financial Benefit Services Corporation Address: 2273 Congress St, Portland, ME, 04102-1907, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/26/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Fixed Product Agent (2)Name of Business: Maine Central Institute Address: 295 Main Street, Pittsfield, ME, 04967, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 10/19/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend Quarterly Board of Trustees Meetings On Saturdays To Help Shape The Focus & Direction Of The School. Participate In Committee Work To Help With Specific Projects Towards The Advancement Of The School. Other Tasks Still To Be Assigned Upon Additional Experience On Board of Trustees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-13 |
Reach out to this advisor