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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-08-19 |
| PA | RA | APPROVED | 2009-05-21 |
Branch Locations
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 Financial Services, Inc. | Oakdale | PA | 05/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Oakdale | PA | 05/2009 | Present |
(1)Name of Business: 61 Springwood Villas, 36 Deallyon Ave, Hiltion Head, SC Address: 122 Holly Hill Drive, Oakdale, PA, 15071, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/07/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the owner of a property on Hilton Head Island. We are renting the property when I am not using the property. (2)Name of Business: IFA Properties, LLC Address: 2 Union Ave, Oakdale, PA, 15071, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/24/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own a building that is the office of my RJFS branch. (3)Name of Business: Integrity Financial Advisors, LLC Address: 2 Union Ave, Oakdale, PA, 15071, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/15/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Co-owner of Support Company (4)Name of Business: Slippery Rock University Foundation Address: 104 Maltby Ave, Suite 100, Slippery Rock, PA, 16057, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Chair of the Board Investment Related: Yes Start Date: 10/25/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Member of the board of directors Acting as a oversight for the funds that flow into and out of the organization benefitting Slippery Rock University. Recently appointed Chair. Where I will lead meetings reviewing the expenditures of the org
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-17 |
Reach out to this advisor