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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-17 |
| IN | RA | APPROVED | 2025-08-18 |
Branch Locations
20 Nw 3Rd St Suite 320, Evansville, IN 47708 • United States
Santa Rosa Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Evansville | IN | 10/1997 | 07/2018 |
| Commonwealth Financial Network | Waltham | MA | 07/2018 | 08/2025 |
| Raymond James Financial Services Advisors, Inc. | Evansville | IN | 08/2025 | Present |
| Raymond James Financial Services, Inc. | Evansville | IN | 08/2025 | Present |
(1)Name of Business: Choice Benefit Plans, Inc. DBA Choice Investment Services Address: 20 NW 3rd St Ste 320, Evansville, IN, 47708-1232, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Associate/Employee, Officer - President Investment Related: No Start Date: 04/12/1983 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: selling insurance products, life, health, fixed annuities and disability insurance. Servicing existing group, life, STD, LTD and dental insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-04-01 |
Reach out to this advisor