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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Balanced Wealth Group Llc | Westlake | OH | 06/2025 | 10/2025 |
| Carver Financial Services | Mentor | OH | 05/2024 | 04/2025 |
| The Ohio State University | Columbus | OH | 08/2022 | 05/2025 |
| City Of Mentor | Mentor | OH | 06/2022 | 08/2023 |
| Quail Hollow Country Club | Concord | OH | 04/2021 | 08/2021 |
| Unemployed | Mentor | OH | 08/2015 | 03/2021 |
| Unemployed | Mentor | OH | 09/2021 | 05/2022 |
| Raymond James Financial Services, Inc. | Mentor | OH | 05/2024 | 05/2025 |
| Raymond James Financial Services, Inc. | Mentor | OH | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc | Mentor | OH | 10/2025 | Present |
(1) Name of Business: Carver Financial Services Address: 7473 Center St, Mentor, OH, 44060-5803, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Account opening, trading, client service, supporting advisors
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-25 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-29 |
Reach out to this advisor