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 |
|---|---|---|---|
| LA | RA | APPROVED | 2015-01-21 |
| TX | RA | APPROVED | 2004-10-19 |
Branch Locations
401 Edwards St, Shreveport, LA 71101 • United States
Shreveport, LA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Shreveport | LA | 04/2000 | Present |
| Bank Of America, N.A. | Shreveport | LA | 05/2011 | Present |
I*1702277 Entity Type: Private Dinner Club Name of OBA: Shreveport Club Finance Committee Address:Shreveport, LA Investment Related:No Position, Title, Association:Finance Committee Member Start Date:04/01/2024 No Hours: 1 hr/ quarterly No Hours during trading:1 hour/ quarterly Duties:Overseeing budget for the club. I*399296, Entity Type: Entity For Profit, Name of OBA: Spousal POA, Address: Shreveport, Louisiana 71101, Investment Related: Y, Position, Title, Association: Other,Committee, Employee Start Date: 05/15/2017, No Hours: 1, No Hours during trading: 0, Duties: POA for Merrill Edge SEP and Roth for spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-22 |
Reach out to this advisor