Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Dothan | AL | 01/2017 | Present |
| Wallace Community College | Dothan | AL | 08/2000 | 12/2016 |
| Smartbank | Dothan | AL | 01/2017 | Present |
| Raymond James Financial Services Advisors, Inc | Dothan | AL | 03/2025 | Present |
(1)Name of Business: Cobb Address: 12531 Steeplechase Road, Panama City, FL, 32404, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting), Executor (Acting) Investment Related: Yes Start Date: 01/17/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Executor of Parental Last Will and Testament (2)Name of Business: Donna IRA Address: 1302 Whitfield Ave, Dothan, AL, 36305, United States Activity Type: Control Person Position/Title: Power of Attorney (Named Only) Investment Related: Yes Start Date: 08/05/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA duties (3)Name of Business: SmartBank Investment Services Address: 1676 Whatley Dr, Dothan, AL, 36303-1986, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Senior Registered Client Associate.....Client communication, client trade requests, model maintenance and rebalance trades, client onboarding
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-10 |
Reach out to this advisor