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 |
|---|---|---|---|
| WV | RA | APPROVED | 2026-03-09 |
| OH | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Marietta | OH | 09/2003 | Present |
| Trust Dept. Activity | Marietta | OH | 05/2005 | Present |
| Raymond James Financial Services Advisors, Inc | Marietta | OH | 01/2009 | Present |
| Peoples Bank | Marietta | OH | 05/2005 | Present |
(1)Name of Business: Peoples Insurance Agency Address: 138 Putnam St, Marietta, OH, 45750, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/23/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: SERVICING EXISTING LIFE, ANNUITY AND LTC POLICIES (2)Name of Business: Peoples Investment Services Address: 138 Putnam St, Marietta, OH, 45750, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/08/2003 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-03 |
Reach out to this advisor