Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-09-09 |
| TX | RA | APPROVED_RES | 2012-09-25 |
| FL | RA | APPROVED | 2009-10-23 |
Branch Locations
4705 S Apopka Vineland Rd, Orlando, FL 32819 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 10/2009 | Present |
| Bank Of America, Na | Clermont | FL | 12/2009 | Present |
I*:2929283 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Billings, MT 59106 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 10/01/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Co-owner of rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-01 |
Reach out to this advisor