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 |
|---|---|---|---|
| IL | RA | APPROVED | 2022-02-01 |
Branch Locations
107 S. 2Nd Street, Geneva, IL 60134 • United States
Elgin, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 04/2015 | 02/2022 |
| My Advisor & Planner Llc | Geneva | IL | 02/2015 | 02/2022 |
| Raymond James Financial Services, Inc. | Geneva | IL | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Geneva | IL | 02/2022 | Present |
(1)Name of Business: MAP Professional Building LLC Address: 107 S 2nd St, Geneva, IL, 60134-2711, United States Activity Type: Business Owner Position/Title: Other, Owner/Proprietor, Officer - CEO Investment Related: Yes Start Date: 01/26/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am the Manager of this LLC. This entity is now 100% owned by our family trust. (2) Name of Business: My Advisor & Planner LLC Address: 65 N. River Ln Ste 212, Geneva, IL, 60134, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/14/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: DBA for our private wealth management work through Raymond James Financial Services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-12 |
Reach out to this advisor