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 | 2025-05-02 |
Branch Locations
17636 State Road 23 Suite 100, South Bend, IN 46635 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teachers Credit Union | Granger | IN | 08/2011 | 05/2025 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 08/2011 | 05/2022 |
| Lpl Financial Llc | Granger | IN | 05/2022 | 05/2025 |
| Raymond James Financial Services, Inc. | South Bend | IN | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | South Bend | IN | 05/2025 | Present |
(1)Name of Business: Spivey Wealth Management, Inc. Address: 17636 State Road 23 Ste 100, South Bend, IN, 46635-1719, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/02/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Owner of business. Manage any employees and payroll.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-19 |
Reach out to this advisor