Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2024-08-21 |
| TX | RA | APPROVED | 2024-08-19 |
Branch Locations
219 Founders Park Drive Suite 2, Rapid City, SD 57701 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Rapid City | SD | 07/2006 | 08/2024 |
| Raymond James Financial Services, Inc. | Rapid City | SD | 08/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Rapid City | SD | 08/2024 | Present |
| Taylor Thompson Wealth Management | Rapid City | SD | 08/2024 | Present |
(1)Name of Business: Blessed Sacrament Catholic Church Address: 4500 Jackson Blvd, Rapid City, SD, 57702, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee the monthly expenses and tithing. Recommend an annual budget for approval. Communicate with the Parish about the annual budget. (2)Name of Business: South Dakota Investment Council Address: 4009 West 49th Street, Suite 300, Sioux Falls, SD, 57106-3784, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: Yes Start Date: 04/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Responsibilities\nAppoint and evaluate the State Investment Officer\nDevelop investment policy and establish asset allocation guidelines\nMonitor implementation of the investment process\nOversee the audit process through the SDIC Audit Committee\nComply with and monitor Code of Ethics and Personal Investing Guidelines\nApprove annual budget and long-term plan (3)Name of Business: Thompson & Co. Wealth Management Address: 219 Founders Park Dr Ste 2, Rapid City, SD, 57701-8172, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/19/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: RJFS Raymond James rep
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-10 |
Reach out to this advisor