Best Investors
Account
Sign in
780 Carillon Parkway, St Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-25 |
Branch Locations
780 Carillon Parkway, St Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investement Distributors Inc | Boston | MA | 06/2012 | 11/2019 |
| Franklin Templeton Distributors, Inc. | St. Petersburg | FL | 11/2019 | 10/2020 |
| Franklin Templeton Financial Services Corp. | St. Petersburg | FL | 11/2019 | 10/2020 |
| Northern Trust Bank | Chicago | IL | 11/2020 | 12/2022 |
| Northern Trust Securities, Inc | Chicago | IL | 11/2020 | 12/2022 |
| Resolute Investment Distributors | Houston | TX | 01/2023 | 07/2024 |
| American Beacon Advisors, Inc | Houston | TX | 01/2023 | 02/2025 |
| Raymond James & Associates, Inc. | Lake Forest | IL | 03/2025 | Present |
| Carillon Tower Advisers, Inc. | Lake Forest | IL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-30 |
Reach out to this advisor