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 | 2023-09-13 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-08-15 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Indianapolis | IN | 10/2011 | 04/2019 |
| Schwab Private Client Investment Advisory, Inc. | Indianapolis | IN | 01/2012 | 09/2017 |
| Charles Schwab Bank | Indianapolis | IN | 09/2017 | 04/2019 |
| Guardian Life Insurance Co Of America | Indianapolis | IN | 07/2019 | 08/2023 |
| Park Avenue Securities Llc | Indianapolis | IN | 08/2019 | 08/2023 |
| Schwab Private Client Investment Advisory | Indianapolis | IN | 06/2019 | 07/2019 |
| Raymond James & Associates | Indianapolis | IN | 08/2023 | Present |
| Raymond James Financial Services Inc. | Indianapolis | IN | 08/2023 | Present |
| Raymond James Financial Services Advisors Inc. | Indianapolis | IN | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-09 |
Reach out to this advisor