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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1995-07-03 |
| FL | RA | APPROVED | 1988-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/1988 | Present |
| Bank Of America, Na | Jacksonville | FL | 12/2009 | Present |
I*109842 For profit or not for profit: Non-Profit Organization Name of outside business organization: Catholic Foundation Investment related: N Address of business: Jacksonville, Florida 32258 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 10/30/2017 Number of hours devoted: 2 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Fundraising and Membership I*2028262 , Entity Type: Fiduciary, Name of OBA: WLB? AND NMB JTWROS- Address: Saint Johns, Florida, 32259 Investment Related: YES Position, Title, Association: Power of Attorney Employee Start Date: 30-Sep-2024 No Hours: 1 per week No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-07 |
Reach out to this advisor