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 | 2012-07-13 |
| WV | RA | APPROVED | 2012-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Parkersburg | WV | 05/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Parkersburg | WV | 06/2012 | Present |
| Peoples Bank | Vienna | WV | 06/2012 | Present |
(1)Name of Business: Leavitt Funeral Home Address: 403 7th Street, Parkersburg, WV, 26101, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 08/26/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisor (2)Name of Business: Peoples Insurance Agency Address: 1102 Grand Central Ave, Vienna, WV, 26105-1049, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/05/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LIFE INS AGENT (3)Name of Business: PEOPLES INVESTMENT SERVICES Address: 1102 Grand Central Ave, Vienna, WV, 26105, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-06-13 |
Reach out to this advisor