Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-03-28 |
| TX | RA | APPROVED | 2022-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Alexandria | LA | 10/1997 | Present |
| Raymond James Financial Services Advisors, Inc. | Alexandria | LA | 03/2021 | Present |
(1) Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Succession Planning, Lender Investment Related: No Start Date: 06/30/2026 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Wife and I sold our Office Bldg to our Successor Partners (Chuck Soprano and Philip Ledet) and financed this over 15 year term (2) Name of Business: Descant Address: 2455 Coulee Crossing Road, Woodworth, LA, 71485, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 09/30/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Trustee of my brother's Special Needs Trust which was created through my Mother's Will when she died on 2/6/2023. My oldest sister and I are the Co-Trustee's of this Trust for my younger Brother. (3) Name of Business: Descant Financial Partners, LLC Address: 1446 Peterman Dr, Alexandria, LA, 71301, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/31/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: I am the Managing Member of this LLC and use this as our Support Company / DBA. I do Fin Planning, Asset Mgt and Consulting thru our affiliation with RJFSA as an RIA representative. (4) Name of Business: Descant Financial Partners, LLC Address: 1446 Peterman Dr, Alexandria, LA, 71301, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/31/1994 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (5) Name of Business: Generational Blessings, LLC Address: 2455 Coulee Crossing Road, Woodworth, LA, 71485, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 10/31/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Family Real Estate Holdings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-15 |
Reach out to this advisor