Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-05-08 |
Branch Locations
Palm Harbor, FL • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
1 disclosure category 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 |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | Baltimore | MD | 07/2003 | 09/2016 |
| Raymond James & Associates, Inc. | Baltimore | MD | 09/2016 | 05/2018 |
| Raymond James & Associates, Inc. | St. Petersburg | FL | 05/2018 | Present |
(1)Name of Business: Address: 4684 Ayron Terrace, Palm Harbor, FL, 34685, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/13/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Baking desserts for events (showers/birthdays/weddings/etc). Often I provide these as gifts to friends but have received requests to provide for a fee. (2)Name of Business: Address: 6655 66th St No, Pinellas Park, FL, 33781, United States Activity Type: Non-profit Position/Title: Board Member, Finance/Investment Committee Member, Chair of the Board Investment Related: Yes Start Date: 07/05/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: see Other Notes at bottom\general Board Member and on Finance Committee. There are no control responsibilities; The Finance Committee recommends policy & assures Corp adherence to financial policies & procedures. The Finance Comm is responsible for reviewing financial strategic planning, ensuring quality improvement in fiscal issues and monitoring compliance with financial audits. In addition, the Finance Committee provides oversight, recommends improvements, and approves the Corporation budget.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-02 |
Reach out to this advisor