Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-02-02 |
| FL | RA | APPROVED | 1987-07-02 |
Branch Locations
2333 Ponce De Leon Blvd. Suite 500, Coral Gables, FL 33134 • United States
Miami, FL • United States
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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Coral Gables | FL | 06/1987 | Present |
(1)Name of Business: roland Address: 13421 sw 70 ave, miami, FL, 33156, United States Activity Type: Control Person Position/Title: Trustee (Acting), Other (Acting) Investment Related: Yes Start Date: 05/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee/Successor Trustee. trustee powers deceased wifes aunts trust (2)Name of Business: University of Miami Address: 1300 Memorial Drive, Coral Gables, FL, 33146, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 09/16/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a Council, we hope to draw on your expertise to guide several important initiatives. A top priority is the development of a Master of Science in Economics program. We've begun outlining our ideas, which we're eager to share and refine with your input-both on the program's overall viability and on curriculum design. There are other areas of strategic importance as well, and we've included a preliminary sketch of our Strategic Plan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-14 |
Reach out to this advisor