Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-08-06
VA RA APPROVED 2020-08-06
  • TX RA
    APPROVED
    Since 2020-08-06
  • VA RA
    APPROVED
    Since 2020-08-06

Branch Locations

13925 Coalfield Commons Place Suite 101, Midlothian, VA 23114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc Midlothian VA 01/2009 Present
The Pinnacle Group Midlothian VA 11/2004 12/2020
Mahler Capital Management, Inc. Midlothian VA 11/2004 12/2020
Raymond James Financial Services Advisors, Inc. Richmond VA 08/2020 Present
Z3 Capital Partners Midlothian VA 12/2020 04/2024
Pj Capital Partners Llc Midlothian VA 01/2021 Present
  • 01/2009 → Present
    Raymond James Financial Services, Inc
    Midlothian, VA
  • 11/2004 → 12/2020
    The Pinnacle Group
    Midlothian, VA
  • 11/2004 → 12/2020
    Mahler Capital Management, Inc.
    Midlothian, VA
  • 08/2020 → Present
    Richmond, VA
  • 12/2020 → 04/2024
    Z3 Capital Partners
    Midlothian, VA
  • 01/2021 → Present
    Pj Capital Partners Llc
    Midlothian, VA
Other Businesses

(1)Name of Business: EDesigns Address: 22180 Genito Road, Amelia, VA, 23002, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/01/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/Designer/Stylist/PlannerSole Owner - Proprietor (2)Name of Business: PJ Capital Partners LLC Address: 13925 Coalfield Commons Pl, Midlothian, VA, 23114-1225, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/11/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% Owner - Elisabeth M. Poore\n50% Owner - Lucas Jones (3)Name of Business: PJ's Tree Service & Landscaping LLC Address: 22180 Genito Road, Amelia, VA, 23002, United States Activity Type: Other Position/Title: Bookkeeper Investment Related: No Start Date: 01/15/2021 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 pay monthly bills, track quarterly tax payments, create income and expense spreadsheets, marketing and make deposits.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-04
S63 Uniform Securities Agent State Law Examination 2009-07-17
  • S66 Uniform Combined State Law Examination
    2020-08-04
  • S63 Uniform Securities Agent State Law Examination
    2009-07-17
Other Names
  • Elisabeth Michelle Bezares
  • Elizabeth Michelle Poore

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Midlothian, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor