Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Irving | TX | 02/2025 | 04/2026 |
| Forvis Mazars, Llp | Dallas | TX | 05/2024 | 08/2024 |
| Hawkins Financial Group | Stillwater | OK | 09/2023 | 05/2024 |
| Pine Cove | Tyler | TX | 05/2023 | 08/2023 |
| Pine Cove | Tyler | TX | 05/2022 | 08/2022 |
| Adams Furniture & Appliance, Llc | Longview | TX | 05/2021 | 08/2021 |
| Oklahoma State University | Stillwater | OK | 08/2021 | 12/2024 |
| Tyler Legacy High School | Tyler | TX | 08/2017 | 05/2021 |
| Hubbard Middle School | Tyler | TX | 08/2014 | 05/2017 |
| Raymond James Financial Services, Inc. | Tyler | TX | 04/2026 | Present |
| Raymond James Financial Services Advisors, Inc | Tyler | TX | 04/2026 | Present |
| Southside Bank | Tyler | TX | 04/2026 | Present |
(1) Name of Business: Southside Bank Address: 1305 S Beckham Ave, Tyler, TX, 75701-3323, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 04/26/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor. (2) Name of Business: Southside Investment Services Address: 1305 S Beckham Ave, Tyler, TX, 75701-3323, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/26/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-21 |
Reach out to this advisor