Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-09-04 |
Branch Locations
11611 N Meridian St Ste 600, Carmel, IN 46032-7118 • United States
Carmel, IN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Carmel | IN | 09/2009 | 08/2018 |
| J.P. Morgan Securities Llc | Carmel | IN | 10/2012 | 08/2018 |
| Raymond James & Associates | Carmel | IN | 08/2018 | Present |
(1)Name of Business: Stewart Address: 3564 E Carmel Drive, Carmel, IN, 46033, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 09/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My brother, Travis Stewart and his wife Trisha Stewart have asked me to be the trustee for their Irrevocable Life Insurance Trust. Responsibilities will be to make sure the annual premium payments get made from the trust to the life insurance policy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-30 |
Reach out to this advisor