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 | 2009-03-31 |
Branch Locations
600 Citrus Avenue Suite 200, Fort Pierce, FL 34950 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Stuart | FL | 03/1999 | Present |
| Raymond James Financial Services Advisors, Inc. | Ft. Pierce | FL | 01/2009 | Present |
| John Carroll High School | Fort Pierce | FL | 01/2013 | 01/2018 |
(1)Name of Business: WESTSIDE BAPTIST CHURCH Address: 3361 S JENKINS ROAD, FORT PIERCE, FL, 34981, United States Activity Type: Religious Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 09/30/1995 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: ASSIST WITH BUDGET (2)Name of Business: WILLIAM & HELEN THOMAS CHARITABLE TRUST Address: 10763 Grey Heron Ct., Port St. Lucie, FL, 34986, United States Activity Type: Non profit Position/Title: Board Member Investment Related: No Start Date: 05/04/1997 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member of Setion 501(c)(3) Private Charitable Foundation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-11 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
Reach out to this advisor