Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-24 |
| WA | RA | APPROVED | 2020-06-10 |
Branch Locations
15130 Main St Suite 200, Mill Creek, WA 98012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrive Community Fitness | Monroe | WA | 10/2015 | 09/2016 |
| Raymond James Financial Services, Inc. | Mill Creek | WA | 10/2016 | Present |
| Raymond James Financial Services Advisors, Inc. | Mill Creek | WA | 06/2020 | Present |
| James Macmillan Inc | Mill Creek | WA | 10/2016 | 12/2024 |
| Rmy Reserve | Marysville | WA | 10/2020 | Present |
(1)Name of Business: Monroe Christian School Address: 16602 169th St SE, Monroe, WA, 98272, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member, Committee Member Investment Related: Yes Start Date: 02/14/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Finance Committee for a Christian School. no investments involved. we review and give recommendations to the board for finance related items. they are looking to build a gymnasium and asked me to come on for additional help. (2)Name of Business: Undseth Financial Address: 15130 Main St Ste 200, Mill Creek, WA, 98012, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/03/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Operations Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-08 |
Reach out to this advisor