Best Investors Account Sign in
Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-06-28
  • FL RA
    APPROVED
    Since 2022-06-28

Branch Locations

250 Royal Palm Way Suite 200, Palm Beach, FL 33480 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc Palm Beach FL 02/2022 Present
Bessemer Trust Company Palm Beach FL 10/2019 02/2022
Jet Aviation Burbank CA 05/2018 08/2018
Student Cambridge MA 08/2018 10/2019
Student Indian Harbour Beach FL 01/1999 05/2018
  • 02/2022 → Present
    Palm Beach, FL
  • 10/2019 → 02/2022
    Bessemer Trust Company
    Palm Beach, FL
  • 05/2018 → 08/2018
    Jet Aviation
    Burbank, CA
  • 08/2018 → 10/2019
    Student
    Cambridge, MA
  • 01/1999 → 05/2018
    Student
    Indian Harbour Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-25
S63 Uniform Securities Agent State Law Examination 2022-06-14
  • S65 Uniform Investment Adviser Law Examination
    2022-06-25
  • S63 Uniform Securities Agent State Law Examination
    2022-06-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Palm Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor