Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2004-04-14 |
| TX | RA | APPROVED_RES | 2004-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 07/2000 | Present |
| Bank Of America, N.A. | Brentwood | TN | 05/2011 | Present |
I*1949267, Entity Type: Charitable Name of OBA: Southall Church Address: Franklin, TN 37064 Investment Related: No Position, Title, Association: Committee Employee Start Date:08/21/2024 No Hours: 2 hrs monthly No Hours during trading: 2 hrs mthly Duties: Asked to be a member of the finance committee. This position is neither a board position nor an officer position. I will not have any access to funds. I will not hold any position that signs any documents. I will not hold any titles. The position has been explained to me as a long-term planning team that will help the Elders/staff (the decision makers) make long-term decisions for expansion, paying off debt, etc. I*3370289, Entity Type, Name of OBA: N. E. Address: Franklin Tennessee 37069 Investment Related: No Position, Title, Association: Power of AttorneyEmployee Start Date: 12/24/2025No Hours: 0 No Hours during trading: 0 Duties: I*3512265 Entity Type: Fiduciary role Name of OBA: J. T E. TTEE U/A DTD 12/09/2025 BY N E E Address: Franklin, Tennessee, 37069 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 01/12/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Trustee/Spouse I*4692308, Entity Type Entity Charitable, Name of OBA: Narrow Gate Foundation Address: Williamsport Tennessee 38487 Investment Related: No Position, Title, Association: Committee, Board Member Employee Start Date:07/01/2026 No Hours: 1 monthly No Hours during trading: 0 Duties: Board members will provide counsel and leadership for the organization at the strategic level, not at the operational level. Each Board member is asked to be on a committee. I have been asked to be a member of the Finance committee. Finance committee member - ensure sustainability, oversee Narrow Gate giving, control expenses, and build reserves. There will not be any handling of organizational funds. There is a chairperson of this committee and I am not being asked to be that chairperson. Narrow Gate is a nonprofit organization dedicated to educating, inspiring, and empowering Christian discipleship. They equip and train young men, develop business discipleship platforms, and serve the Church locally and globally.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-05 |
Reach out to this advisor