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 |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-29 |
Branch Locations
9410 Calumet Avenue Suite 403, Munster, IN 46321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2018 | 07/2025 |
| First State Bank Of Porter | Porter | IN | 11/2015 | 12/2017 |
| 1St Source Bank | South Bend | IN | 01/2018 | 11/2018 |
| Raymond James Financial Services, Inc. | Munster | IN | 07/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Munster | IN | 07/2025 | Present |
(1)Name of Business: GFI Wealth Partners Address: 9410 Calumet Ave Ste 403, Munster, IN, 46321, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/29/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: financial advisor (2)Name of Business: msm wealth management Address: 9410 Calumet Ave Ste 403, Munster, IN, 46321, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - CEO Investment Related: No Start Date: 07/29/2025 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 | 2019-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-06 |
Reach out to this advisor