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 |
|---|---|---|---|
| TN | RA | APPROVED | 2022-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Volt Workforce Solutions | Nashville | TN | 06/2016 | 09/2016 |
| Brigham Young University - Idaho | Rexburg | ID | 09/2016 | 12/2016 |
| Volt Workforce Solutions | Nashville | TN | 01/2017 | 04/2017 |
| Chris Slaughter State Farm | Old Hickory | TN | 04/2017 | 04/2019 |
| Pennington Stone | Linden | TN | 04/2019 | 04/2020 |
| Regions Bank | Waverly | TN | 04/2020 | 06/2021 |
| Wilson Bank And Trust | Lebanon | TN | 06/2021 | Present |
| Raymond James Financial Services Inc | Lebanon | TN | 06/2021 | Present |
| Raymond James Financial Services Advisors | Lebanon | TN | 01/2022 | Present |
(1)Name of Business: Wilson Bank & Trust Address: 623 W Main St, Lebanon, TN, 37087, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 06/21/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-14 |
Reach out to this advisor