Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2022-10-31 |
| TX | RA | APPROVED_RES | 2022-03-29 |
| GA | RA | APPROVED | 2009-10-07 |
| IN | RA | APPROVED | 2009-09-03 |
Branch Locations
1650 S. South Bend Avenue Suite 201, South Bend, IN 46617 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | South Bend | IN | 09/2009 | Present |
(1) Name of Business: LaSalle Council BSA Address: 1340 South Bend Ave, South Bend, IN, 46617, United States Activity Type: Non-profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 05/04/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advising on the economy and financial markets as well as reviewing budgets
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-21 |
Reach out to this advisor