Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-12 |
Branch Locations
1229 Lake Plaza Drive, Colorado Springs, CO 80906 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 02/2013 | 02/2021 |
| Raymond James Financial Services, Inc. | Colorado Springs | CO | 03/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Colorado Springs | CO | 01/2024 | Present |
(1) Name of Business: Colorado Springs Corvette Club Address: 6583 Prairie Wind Drive, Colorado Springs, CO, 80923, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 12/03/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Establish yearly budget with planned expenses for the year. Checks to be signed by the President. Report financial status of the club at each annual meeting. Ensure supply of club merchandise and order name tags. Update membership list on the club website. Provide member payment amounts to RMR and NCCC treasurers. Mainly keep track of the budget using an Excel spreadsheet. (2) Name of Business: Katee Driscoll Keto & Health Coach Address: 6583 Prairie Wind Drive, Colorado Springs, CO, 80923, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/20/2018 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Health Coaching (3) Name of Business: Sullivan and Associates, LTD Address: 1229 Lake Plaza Dr, Colorado Springs, CO, 80906-7401, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/22/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-29 |
Reach out to this advisor