Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-06 |
| FL | RA | APPROVED | 2018-12-13 |
Branch Locations
11200 Seminole Blvd. Suite 306, Largo, FL 33778 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eagle Asset Management, Inc. | St. Petersburg | FL | 06/2007 | 10/2018 |
| Raymond James Financial Services, Inc. | Largo | FL | 10/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Largo | FL | 12/2018 | Present |
(1)Name of Business: All Seasons Wealth Address: 100 N Tampa St Ste 3750, Tampa, FL, 33602, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/15/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Holy Family Catholic Church Address: 200 78th Avenue N.E., st petersburg, FL, 33702, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 05/15/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: They want me to sit on the Finance Council
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-02-14 |
| S65 | Uniform Investment Adviser Law Examination | 2018-09-29 |
Reach out to this advisor