Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-21
IN RA APPROVED 2024-10-09
  • TX RA
    APPROVED
    Since 2025-11-21
  • IN RA
    APPROVED
    Since 2024-10-09

Branch Locations

9410 Calumet Avenue Suite 403, Munster, IN 46321 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Preferred Medical Systems Memphis TN 09/2022 07/2024
Cintas Mason OH 11/2016 09/2022
Marconi Baking Company Chicago Heights IL 03/2015 11/2016
Raymond James Financial Services, Inc. Munster IN 07/2024 Present
Raymond James Financial Services Advisors, Inc. Munster IN 10/2024 Present
  • 09/2022 → 07/2024
    Preferred Medical Systems
    Memphis, TN
  • 11/2016 → 09/2022
    Cintas
    Mason, OH
  • 03/2015 → 11/2016
    Marconi Baking Company
    Chicago Heights, IL
  • 07/2024 → Present
    Raymond James Financial Services, Inc.
    Munster, IN
  • 10/2024 → Present
    Munster, IN
Other Businesses

(1)Name of Business: Birchwood Farms Home Owners Association Address: 12366 Magoun Avenue, Cedar Lake, IN, 46303, United States Activity Type: Non profit Position/Title: Subcommittee Member, Committee Member Investment Related: Yes Start Date: 02/01/2025 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 have been asked by my neighborhood HOA to join and participate on two committees; the budgetary committee and the vendor contract committee. My involvement will be limited in scope and on a voluntary basis. My primary function will be consulting on the budget and assisting with contacting vendors for quotes (lawn care, management, snow removal service, etc...). It is not an elected position on the board, and holds no authority. (2)Name of Business: GFI Wealth Partners Address: 9410 Calumet Ave Ste 403, Munster, IN, 46321, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/23/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor\nTechnology Lead

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-04
  • S66 Uniform Combined State Law Examination
    2024-10-04

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Munster, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor