Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-08-18 |
Branch Locations
509 South University Avenue, Carbondale, IL 62901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Carbondale | IL | 08/2015 | Present |
| Raymond James Financial Services Advisers Inc. | Carbondale | IL | 08/2015 | Present |
| First Mid Wealth Management | Carbondale | IL | 08/2015 | Present |
(1)Name of Business: First MId Wealth Management Address: 509 S University Ave, Carbondale, IL, 62901, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/12/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a registered representative through Raymond James. I am also a trust officer. In that role, I administer trust accounts. I do not have access to any client funds and do not make investment decisions. (2)Name of Business: First United Methodist Church, Carbondale, IL Address: 214 West Main Street, Carbondale, IL, 62901, United States Activity Type: Non profit Position/Title: Chair of the Board Investment Related: Yes Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have served as Chairman of the Finance Committee since 1/1/2020. I chair the finance meetings, review income, expenses and other financial statements. I do not have a vote, except to break a tie. (3)Name of Business: Land of Lincoln Legal Assistance Foundation Address: 8787 State Street, Suite 201, East St Louis, IL, 62203, United States Activity Type: Non profit Position/Title: Director Investment Related: Yes Start Date: 12/14/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will review income, expenses and other financial statements and give advice. I do not have a vote. (4)Name of Business: Neill Farm Address: 512 Deer Lake Drive East, Carbondale, IL, 62901, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: No Start Date: 03/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-29 |
Reach out to this advisor