Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-20 |
| IL | RA | APPROVED | 2024-11-08 |
Branch Locations
4541 N Prospect Road Ste 400, Peoria Heights, IL 61616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Peoria | IL | 07/2024 | Present |
| W. D. Boyce Council, Boy Scouts Of America, Inc. | Washington | IL | 11/2009 | 06/2024 |
| City Of Washington | Washington | IL | 05/2021 | 07/2024 |
I am currently the Washington IL City Treasurer until August 5, 2024, when the new Treasurer will be appointed. It is a paid elected position. The only investment related activities I have to do is occasionally open or close Certificates of Deposit for the City. I spend approximately 1-4 hours per week on this role. City of Washington, 301 Walnut St., Washington, IL 61571.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-07 |
Reach out to this advisor