Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-19 |
| MA | RA | APPROVED | 2017-03-20 |
| FL | RA | APPROVED | 2017-02-16 |
| AL | RA | APPROVED | 2016-10-19 |
Branch Locations
850 Corporate Parkway Suite 112, Birmingham, AL 35242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterne Agee Financial Services | Birmingham | AL | 04/2002 | 11/2016 |
| Raymond James Financial Services Advisors Inc. | Birmingham | AL | 10/2016 | Present |
| Raymond James Financial Services, Inc. | Birmingham | AL | 10/2016 | Present |
| St Francis Of Assisi Episcopal Church | Indian Springs | AL | 02/2018 | 12/2020 |
(1)Name of Business: Great Cedar Capital Management LLC Address: 850 Corporate Pkwy Ste 112, Birmingham, AL, 35242, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 10/17/2016 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sole MemberLLC acts as financial conduit for RJFS revenue to compensate staff and pay expenses of business. (2)Name of Business: Great Cedar Capital Management, LLC Address: 850 Corporate Pkwy Ste 112, Birmingham, AL, 35242, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sell Fixed Annuities, specifically the Palladium series product and IUL Life Policies. (3)Name of Business: Meadowbrook Place Office Condo Assoication, Inc Address: 5001 Cameron Rd, Birmingham, AL, 35242, United States Activity Type: Non profit Position/Title: Chair of the Board Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee Associations Business and evaluate and supervise the Property Management company that maintains the property and conducts business on its behalf. The Association represents the owners in the office park where my office is located. (4)Name of Business: Sam Dayhood Address: 5001 Cameron Rd, Birmingham, AL, 35242, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/07/2016 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 maintain the office condo which I lease to Great Cedar Capital Management, LLC. (5)Name of Business: Vanbridge (formerly Dixon Wells) Address: 850 Corporate Parkway, Birmingham, AL, 35242, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/15/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Offer non variable insurance products through Vanbridge as General Agent.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-30 |
Reach out to this advisor