Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2025-01-02 |
Branch Locations
301 E Sioux Avenue, Pierre, SD 57501 • United States
500 E Norway Avenue, Mitchell, SD 57301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 06/2018 | 07/2024 |
| St. Joseph's Indian School | Chamberlain | SD | 12/1996 | 08/2024 |
| Mwa Financial Services Inc. | Rock Island | IL | 09/2023 | 07/2024 |
| Raymond James Financial Services, Inc. | Chamberlain | SD | 08/2024 | Present |
| First Dakota National Bank | Chamberlain | SD | 08/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Chamberlain | SD | 12/2024 | Present |
(1)Name of Business: Address: 315 East Good Street, Chamberlain, SD, 57325, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I broker health coverage for Wellmark, dental coverage for Delta Dental of SD, and vision coverage for VSP. (2)Name of Business: First Dakota Investment Services Address: 201 N Courtland St, Chamberlain, SD, 57325-1233, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/05/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Given the relationship between RJ and First Dakota National Bank, I am receiving compensation from the bank until I recieve an increased split of FA fees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-07 |
Reach out to this advisor