Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-07 |
| MS | RA | APPROVED | 2013-02-13 |
Branch Locations
4266 I-55 North, Suite 200, Jackson, MS 39211 • United States
2 disclosure categories 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 & Associates, Inc. | Jackson | MS | 02/2013 | Present |
(1)Name of Business: Galloway UMC Address: 305 North Congress St., Jackson, MS, 39201, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 03/15/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will attend the quarterly meeting to review the investment performance of the Church's endowment fund.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-02 |
Reach out to this advisor