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 | 2021-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Fort Collins | CO | 09/2016 | 03/2021 |
| Bonefish Grill | Johnstown | CO | 05/2010 | 09/2016 |
| Raymond James Financial Services, Inc. | Windsor | CO | 03/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Windsor | CO | 03/2021 | Present |
| Bank Of Colorado | Windsor | CO | 03/2021 | Present |
Name of Business: Bank of Colorado Investment Services Raymond James Address: 1041 Main St, Windsor, CO, 80550, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/22/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I am an employee at the Bank of Colorado through Raymond James as a Senior Registered Client Service Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-29 |
Reach out to this advisor