Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2020 | 10/2021 |
| Norfolk Southern Railroad | Decatur | IL | 01/2006 | 03/2020 |
| Raymond James Financial Services | Decatur | IL | 10/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Decatur | IL | 10/2021 | Present |
| Hickory Point Bank | Decatur | IL | 11/2021 | Present |
| Hickory Point Bank & Trust | Decatur | IL | 11/2001 | Present |
(1)Name of Business: HPB Financial Services Address: 225 N Water St, Decatur, IL, 62523-2322, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor operating from within the bank (2)Name of Business: Our Lady of Lourdes Catholic Church Address: 3850 Lourdes Dr., Decatur, IL, 62526, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 05/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: General overview of local financial assets
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-09 |
Reach out to this advisor