Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-04-02 |
Branch Locations
14951 Dallas Pkwy Suite 820, Dallas, TX 75254 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tc Consulting/Cassavechia Services, Llc | Parker | TX | 02/2006 | 12/2018 |
| Raymond James Financial Services Advisors Inc. | Dallas | TX | 04/2013 | Present |
| Political Office | Parker | TX | 08/2013 | 10/2017 |
| Munn Gray & Associates (Formerly Munn & Morris Financial Advisor | Dallas | TX | 11/2012 | Present |
| Raymond James Financial Services, Inc. | Dalas | TX | 03/2013 | Present |
(1) Name of Business: Cassavechia Capital Partners, LTD Address: 4853 Willow Ln, Dallas, TX, 75244, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 09/27/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage our personal investment assets in the family limited partnership. (2) Name of Business: Cassavechia Services, LLC Address: 4853 Willow Ln, Dallas , TX, 75244, United States Activity Type: Business Owner Position/Title: Partner, Officer - President, Officer - Secretary Investment Related: No Start Date: 10/12/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/ dual member LLC. The LLC is primarily general partner to my family limited partnership. Cassavechia Capital Partners LTD. The LLC is also available to provide strategic business advice to third parties (3) Name of Business: Munn Gray & Associates (formerly Munn & Morris Financial Advisors, Inc.) Address: 14951 Dallas Pkwy Ste 820, Dallas, TX, 75254, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/29/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial advisor to RJFS clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-25 |
Reach out to this advisor