Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-04-17 |
| TN | RA | APPROVED | 2016-05-19 |
Branch Locations
2555 Meridian Boulevard Suite 180, Franklin, TN 37067 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Franklin | TN | 05/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Franklin | TN | 05/2016 | Present |
| Southern Springs Capital Group | Franklin | TN | 05/2016 | Present |
(1)Name of Business: Address: 1112 Gray Fox Ln, Franklin, TN, 37069, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/31/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We own the house, but we have a property manager. (2)Name of Business: Heritage Foundation of Williamson County Address: 1112 Gray Fox Ln, Franklin, TN, 37069, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2024 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 chair the finance committee which mainly involves reviewing the organizations budgets and profit and losses at board meetings, reviewing fundraising goals, etc. It requires that I go to 4 board meetings per year, and 4 finance committee meetings per year. I also volunteer at some of their community events. I do not have custody of any organization funds, I am not a signer on any of their financial accounts. I do not manage any investments for the organization. (3)Name of Business: Highland Capital Address: 2555 Meridian Blvd Ste 180, Franklin, TN, 37067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/26/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Insurance Policy Sales (4)Name of Business: Southern Springs Capital Group Address: 2555 Meridian Blvd Ste 180, Franklin, TN, 37067, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/13/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage office
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-21 |
Reach out to this advisor