Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2009-10-13 |
Branch Locations
157 Townsend Avenue, Boothbay Harbor, ME 04538 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Portland | ME | 10/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Portland | ME | 10/2009 | Present |
| Financial Benefit Services | Portland | ME | 10/2009 | 02/2019 |
| Financial Benefits Services Corporation | Boothbay Harbor | ME | 02/2019 | Present |
(1)Name of Business: Boothbay - Boothbay Harbor CSD School Board Address: 51 Emery Lane and 236 Townsend Avenue, Boothbay Harbor, ME, 04538, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 05/03/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-13 |
Reach out to this advisor