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 |
|---|---|---|---|
| MS | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| River Heritage Homes Inc | Ridgeland | MS | 02/2002 | 05/2019 |
| Lpl Financial Llc | Jackson | MS | 05/2019 | 09/2025 |
| The Fig Group, Llc | Dallas | TX | 11/2016 | 05/2019 |
| Raymond James Financial Services Advisors, Inc. | Madison | MS | 09/2025 | Present |
| Raymond James Financial Services, Inc. | Madison | MS | 09/2025 | Present |
| Trustmark Bank | Madison | MS | 03/2019 | Present |
(1) Name of Business: River Hills Enterprises, LLC Address: 542 Heatherstone Court, Ridgeland, MS, 39157, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 01/15/1997 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rent Property (2) Name of Business: Trustmark Financial Services Address: 223 Key Dr, Madison, MS, 39110-7370, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Consultant
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-02 |
Reach out to this advisor