Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-07-12 |
| IN | RA | APPROVED | 2021-07-12 |
| TX | RA | APPROVED | 2021-07-12 |
Branch Locations
328 S 5Th St., Terre Haute, IN 47807 • United States
Eufaula, AL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Terre Haute | IN | 09/2009 | 07/2021 |
| Raymond James Financial Services, Inc. | Terre Haute | IN | 07/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Terre Haute | IN | 07/2021 | Present |
(1)Name of Business: Address: 3075 Harrison Woods Road, Terre Haute, IN, 47805, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect Rent. (2)Name of Business: Aero K Aviation Address: 581 S Airport Street, Terre Haute, IN, 47803, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/20/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To maintain the aircraft. (3)Name of Business: ENCORE AVIATION, LLC Address: 3075 Harrison Woods Road, Terre Haute, IN, 47805, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/28/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Holding company for a private use aircraft. (4)Name of Business: Monninger Asset Management Address: 328 S 5th Street, Terre Haute, IN, 47807, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/01/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintain the office building. (5)Name of Business: N413ZM Address: 581 S. Airport Street, Terre Haute, IN, 47803, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Holding company for a single engine aircraft, record keeping for the corporation. (6)Name of Business: Swan Street Financial Address: 328 S 5th Street, Terre Haute, IN, 47807, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - CEO Investment Related: No Start Date: 09/20/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-10 |
Reach out to this advisor