Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-25 |
Branch Locations
9910 Dupont Circle Drive East Suite 100, Ft. Wayne, IN 46825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Boone | NC | 10/2024 | 02/2026 |
| The Greenery, Inc | Bluffton | SC | 04/2022 | 08/2023 |
| Globe Life | Columbia | SC | 01/2022 | 04/2022 |
| Bartlett Tree Services | Beaufort | SC | 08/2021 | 01/2022 |
| Unemployed | New Palestine | IN | 05/2021 | 08/2021 |
| Indiana State Department Of Agriculture | Indianapolis | IN | 05/2020 | 08/2020 |
| Fourwinds Lakeside Inn & Marina | Bloomington | IN | 05/2019 | 08/2019 |
| Jonas Productions | Fountaintown | IN | 05/2018 | 08/2018 |
| Indiana University Bloomington | Bloomington | IN | 08/2017 | 05/2021 |
| Unemployed | New Palestine | IN | 05/2017 | 08/2017 |
| Allen Wealth Management, Llc | Boone | NC | 09/2023 | 12/2024 |
| New Palestine High School | New Palestine | IN | 08/2014 | 05/2017 |
| Allen Wealth Management, Llc | Boone | NC | 01/2025 | 02/2026 |
| Raymond James & Associates, Inc | Fort Wayne | IN | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-20 |
Reach out to this advisor