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 | 2021-06-21 |
| MS | RA | APPROVED | 2021-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Meridian | MS | 11/2015 | Present |
| Raymond James Financial Services Advisors, Inc. | Meridian | MS | 02/2021 | Present |
| Citizens National Bank | Meridian | MS | 08/2018 | Present |
| Citizens National Bank Wealth Management | Meridian | MS | 08/2014 | 08/2026 |
| Citizens National Bank Financial Advisors | Meridian | KS | 08/2026 | Present |
(1) Name of Business: Cleveland Community Pool Address: 1365 Tinsley Chisolm Road, DeKalb, MS, 39328, United States Activity Type: Non-profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 08/16/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Treasurer of a community pool. All members pay annual dues to keep the pool going. I will balanced checking account, pay any bills, and make deposits from yearly dues. Then I report all back to the monthly Member meetings. I make any contributions other than my $150 yearly due to swim in the pool, and I will not be compensation for any of my duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-31 |
Reach out to this advisor