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 |
|---|---|---|---|
| LA | RA | APPROVED | 2019-06-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New Orleans | LA | 10/2014 | 06/2019 |
| Bank Of America, N.A. | New Orleans | LA | 01/2015 | 06/2019 |
| Raymond James Financial Services, Inc | New Orleans | LA | 06/2019 | Present |
| Raymond James Financial Services Advisors, Inc | New Orleans | LA | 06/2019 | Present |
| Law Office Of Christine K Shea, Llc | Covington | LA | 07/2021 | Present |
(1)Name of Business: Henderson Hutter Group Address: 636 Carondelet Street, New Orleans, LA, 70130, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/17/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial planner (2)Name of Business: Law Office of Christine K Shea, LLC Address: 910 E. 1st Ave., Covington, LA, 70433, United States Activity Type: Attorney Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/23/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Sole Member of LLC established to provide basic estate planning services. (3)Name of Business: St. Peter Catholic School Address: 228 E Temperance, Covington, LA, 70433, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Co-chair daughter's school fishing rodeo and family fest with three other individuals. Assist with marketing, logistics and organization, set-up, clean-up, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-06 |
Reach out to this advisor