Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Bank Of Berne | Berne | IN | 05/2010 | 11/2020 |
| Cetera Investment Services Llc | St. Cloud | MN | 05/2010 | 11/2020 |
| Cetera Investment Advisers Llc | Berne | IN | 01/2014 | 11/2020 |
| Raymond James Financial Services, Inc. | Geneva | IN | 12/2020 | Present |
| Farmer's & Merchants State Bank | Geneva | IN | 12/2020 | Present |
(1)Name of Business: FM Investments Address: 408 E Line St, Geneva, IN, 46740, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 11/30/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a Financial Advisor employed by F&M Bank and FM Investments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-29 |
Reach out to this advisor