Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2001-03-22 |
Branch Locations
1314 East Venice Ave Suite A, Venice, FL 34285 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Venice | FL | 01/2001 | Present |
(1) Gulf Coast Community Foundation of Venice - Venice, FL Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Non Profit Org. - Founder/Leadership Investment Related: No Start Date: 08/23/2006 Hours per month devoted to this business: 0.15 Hours per month devoted to this business during trading hours: 0.15 Description of duties: I am volunteering to serve in the current program grant cycle. I and other volunteers will be receiving several formal grant applications to read and evaluate. Includes on-site visit to possible grantee and then present findings. (2) Venice Nokomis Rotary Club of Florida - Venice, FL Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Non Profit Org. - Founder/Leadership Investment Related:No Start Date: 11/15/2006 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 4 Description of duties: Attend wkly meetings at noon on Thurs & help out on various fundraising activities for the club ie annual art fest duck pluck,toast to Venice. I am past President for the 2014-2015 Rotary Year. I am currently (10/15/18) a temporary recording secretary (3) Boys and Girls Club- Venice, FL Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Advisor Investment Related:Yes Start Date: 09/20/2016 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: I will be on the Venice Advisory Board of Directors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-04 |
Reach out to this advisor