Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2020-09-25 |
| TX | RA | APPROVED | 2020-09-25 |
Branch Locations
553 S. Fitness Place Suite A, Eagle, ID 83616 • United States
Eagle, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2011 | 09/2020 |
| Raymond James Financial Services, Inc. | Garden City | ID | 09/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Garden City | ID | 09/2020 | Present |
(1)Name of Business: Holy Apostles Catholic Church Address: 6300 N Meridian Rd, Meridian, ID, 83616, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 05/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Holy Apostles Parish Finance Council. I am one of 5 members advising the Pastor of the church on the financial position of the Church. It is a role working mostly on the budget and reviewing the financial activities of the Church. (2)Name of Business: Tailored Investment Planning, LLC Address: 553 S. Fitness Pl., Eagle, ID, 83616, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 03/05/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner and Lessor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-09 |
Reach out to this advisor