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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-24 |
| IN | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Fort Wayne | IN | 07/2003 | Present |
| Raymond James Financial Services Advisors, Inc | Ft Wayne | IN | 01/2009 | Present |
| Simcox Financial Services | Fort Wayne | IN | 07/2003 | Present |
(1) Name of Business: Dana Simcox leases to Simcox Financial Address: 10249 Auburn Rd. Ft. Wayne, IN 46825, Ft. WAYNE, IN, 46825, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 02/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Landlord (2) Name of Business: Simcox Financial Services, Inc Address: 10249 Auburn Rd, Fort Wayne, IN, 46825, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/03/2003 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: RJFS rep, Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-20 |
Reach out to this advisor