Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-14 |
| GA | RA | APPROVED | 2009-01-29 |
| TX | RA | APPROVED | 2009-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Atlanta | GA | 01/2009 | Present |
| Bank Of America, N.A. | Atlanta | GA | 08/2012 | Present |
I*4692296, Entity Type: , Name of OBA: W B, Address: Roswell, Georgia, 30075, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 06/11/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4695268, Entity Type: , Name of OBA: W B Living Trust, Address: Roswell, Georgia, 30075, Investment Related: N, Position, Title, Association: Successor Trustee, Employee Start Date: 06/11/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*5406268, Entity Type: Entity Charitable, Name of OBA: Atlanta Habitat for Humanity, Address: Atlanta, Georgia, 30316, Investment Related: N, Position, Title, Association: Board Member,Other, Employee Start Date: 01/01/2027, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: I am currently interviewing for volunteer positions for their new homeowner financial education classes as well as earning a seat on the board. Habitat builds homes and provides educational support for low income families
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-08 |
Reach out to this advisor