Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-27 |
| CO | RA | APPROVED | 2019-10-17 |
Branch Locations
916 South Main Street Suite 100, Longmont, CO 80501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployment | Denver | CO | 04/2019 | 07/2019 |
| Raymond James Financial Services | Denver | CO | 08/2019 | Present |
| Dell Technologies | Round Rock | TX | 09/2015 | 03/2019 |
| Raymond James Financial Services Advisors Inc. | Longmont | CO | 10/2019 | Present |
| Bank Of Colorado | Longmont | CO | 08/2019 | Present |
(1)Name of Business: Bank of Colorado Investment Services Address: 916 S Main St Unit 100, Longmont, CO, 80501, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/26/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2)Name of Business: The Children's Foundation International (TCF) Address: 8227 Club Crest Drive, Arvada, CO, 80005, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 03/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a volunteer member of the Board of Directors, and I am acting as the BOD Treasurer. I help coordinate communication and activities between the Board of Directors, the TCF Staff, and the 3rd Party CPA regarding preparation of financial reports.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-16 |
Reach out to this advisor