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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-16 |
| IN | RA | APPROVED | 2022-05-23 |
Branch Locations
900 Wabash Ave , Terre Haute, IN 47807 • United States
2722 S Fruitridge Ave, Terre Haute, IN 47803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Servicces,Inc | Terre Haute | IN | 03/2017 | 06/2018 |
| Raymond James Financial Services,Inc | Terre Haute | IN | 06/2016 | 03/2017 |
| Raymond James Financial Services Advisors Inc. | Terre Haute | IN | 05/2017 | 06/2018 |
| Valic Financial Advisors, Inc. | Carmel | IN | 06/2018 | 05/2022 |
| The Valley Group Wealth Management | Terre Haute | IN | 05/2022 | Present |
| Raymond James Financial Services, Inc. | Terre Haute | IN | 05/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Terre Haute | IN | 05/2022 | Present |
| The Valley Group | Terre Haute | IN | 05/2022 | 10/2024 |
| City Of Terre Haute | Terre Haute | IN | 01/2024 | Present |
(1)Name of Business: Madcar, LLC Address: 7205 S State Road 46 Ste B, Terre Haute, IN, 47802-9458, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 12/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real estate holding company for commercial property. I am a Managing Member and will receive a share of rental income.\n LLC formed with family members to own the office property to be leased to our practice. No securities-related activity. (2)Name of Business: Valley Professionals Community Health Center Address: 777 South Main Street, Clinton, IN, 47842, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Finance/Investment Committee Member, Advisory Board Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advising on macro level management of the organizations activities and financial plans for the future.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-12 |
Reach out to this advisor