Beverly Jean Trainor

Current Employers

Employment History

• 07/2015 → Present
  Raymond James Financial Services, Inc.
  St. Simons Island, GA
• 08/2015 → Present
  Raymond James Financial Services Advisors Inc.
  St. Simon Island, GA

Previous Registrations

• 2009-12-16 → 2015-07-29
  Edward Jones
  St Louis, MO
  St Simons Island, GA

Other Businesses

(1) Name of Business: Champion and Magbee Financial Services Address: 3600 Frederica Rd Ste 6, Saint Simons Island, GA, 31522, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/02/2015 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (2) Name of Business: Racca; Racca Sylvia; Racca, Sylvia; Sylvia Racca Trust Address: 3600 Frederica Rd Ste 6, Saint Simons Island, GA, 31522-1380, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: No Start Date: 06/15/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Durable Power of Attorney for my sister Sylvia Racca (3) Name of Business: Smith Address: 201 Palm Dr, St Simons Island, GA, 31522-1404, United States Activity Type: Control Person Position/Title: Other (Acting) Investment Related: Yes Start Date: 11/05/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. Financial Power of Attorney for my sister (4) Name of Business: Smith Address: 201 Palm Dr, St. Simons Island, GA, 31522, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 04/18/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Successor Trustee (5) Name of Business: St Simons Island Rotary Scholarship Foundation Address: 201 Palm Drive, St Simons Island, GA, 31522, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 06/03/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My official title is Trustee but not in the traditional sense of the word. My role is not as a control person but it is a leadership for a Foundation - a director position in a non-executive role. I will be acting as an advisory director on a Committee. (6) Name of Business: St Simons United Methodist Churc Address: 624 Ocean Boulevard, St Simons Island, GA, 31522, United States Activity Type: Religious Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 07/02/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Meet with the Finance Committee every two months; review operating budget vs. income and expenses; review financial reports prior to meeting to ensure accurate data entry by bookkeeper. No authority or control over funds or check writing. (7) Name of Business: Trainor Address: 201 Palm Dr, St Simons Island, GA, 31522, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: No Start Date: 03/31/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. POA for my husband Brion Trainor (8) Name of Business: Trainor Financial LLC Address: 201 Palm Dr, St Simons Island, GA, 31522, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC was set up to pay business expenses

Exams

• S66 Uniform Combined State Law Examination
  2009-12-11

Other Names

• Beverly Jean Van Camp
• Beverly Jean Racca
• Beverly Jean Trainor
• Beverly Jean Trainor