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 | 2026-03-09 |
| MI | RA | APPROVED | 2010-04-16 |
Branch Locations
28 South Washington Suite 204, Oxford, MI 48371 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Oxford | MI | 07/1986 | Present |
| Metropolitan | Oxford | MI | 11/2010 | Present |
| Raymond James Financial | Oxford | MI | 04/2010 | Present |
(1)Name of Business: Evergreen Caapital 32 LLC Address: 28 S. Washington, Oxford, MI, 48371, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 06/07/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We are buying a new business condo for our practice and this is the LLC that will hold the real estate. (2)Name of Business: Jackson National Address: 28 S Washington St Ste 204, Oxford, MI, 48371, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Fixed Life Insurance renewals (3)Name of Business: JLS Financial Services - Dba Only Address: 28 S Washington St Ste 204, Oxford, MI, 48371, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 07/28/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA ONLY (4)Name of Business: JLS Financial Services (Operating Co.) Address: 28 S Washington St Ste 204, Oxford, MI, 48371-4985, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/1981 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Operating company for the branch (5)Name of Business: North American Life Address: 28 S. Washington, Oxford, MI, 48371, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/01/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Fixed Life Company
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-01-25 |
Reach out to this advisor