Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-01-14 |
| OH | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED_RES | 2025-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 10/2009 | 06/2021 |
| Wesbanco Securities, Inc. | Parkersburg | WV | 06/2021 | 01/2025 |
| Peoples Investment Services | Marietta | OH | 01/2025 | Present |
| Peoples Bank | Marietta | OH | 01/2025 | Present |
| Raymond James Financial Services, Inc. | Marietta | OH | 01/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Marietta | OH | 01/2025 | Present |
(1)Name of Business: Peoples Bank Address: 138 Putnam St, Marietta, OH, 45750-2923, United States Activity Type: Bank or Credit Union Associate Position/Title: Officer - Vice President Investment Related: Yes Start Date: 01/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I work for Peoples Bank who has a relationship with Raymond James. I provide retirement plan services and fiduciary products through Peoples Bank (2)Name of Business: Peoples Investment Services Address: 138 Putnam St, Marietta, OH, 45750-2923, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 01/10/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: DBA name for Raymond James business - Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-11 |
Reach out to this advisor