Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2020-12-04 |
| TX | RA | APPROVED_RES | 2004-09-28 |
| GA | RA | APPROVED | 2004-04-14 |
Branch Locations
3455 Peachtree Rd Ne Pbig - Atlanta Pw, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 02/2001 | Present |
| Bank Of America, N.A. | Atlanta | GA | 07/2011 | Present |
I*60480 For profit or not for profit: Non-Profit Organization Name of outside business organization: Christ Church Atlanta Investment related: No Address of business: Atlanta, Georgia 30328 Nature of business: Charitable Organization Position, title, association: Officer Start date of relationship: 2/16/2013 Number of hours devoted: 4 hours Monthly Number of hours devoted during trading hours: 0 Duties: Church Vestry I*: 425374 FOR-PROFIT ORGANIZATION NAME: M P LTD CO INVESTMENT RELATED: No ADDRESS OF BUSINESS: ATLANTA, GEORGIA 30305 NATURE OF BUSINESS: LLC POSITION, TITLE, ASSOCIATION: General Partner/Managing Member START DATE OF RELATIONSHIP: 10/14/2013 NUMBER OF HOURS DEVOTED: 2.5 hrs mthly NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PASSIVE INVESTMENT VEHICLE FOR A FAMILY HOLDINGS, INCLUDING LAND, MANUFACTURING AND TECHNOLOGY. I*93884 FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: Q, LLC INVESTMENT RELATED: No ADDRESS OF BUSINESS: PORTSMOUTH, NEW HAMPSHIRE 3801 POSITION, TITLE, ASSOCIATION: LIMITED PARTNER START DATE OF RELATIONSHIP: 5/16/2016 NUMBER OF HOURS DEVOTED: 3 HOURS MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THE ENTITY IS A START-UP COMPANY THAT IS EXPECTED TO DESIGN AND MANUFACTURE FIREARMS AND SILENCERS FOR HUNTING AND MILITARY APPLICATIONS. I HAVE ASSISTED THE START-UP TEAM WITH BASIC IDEAS ABOUT HOW TO LAUNCH A NEW COMPANY. I*88291 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: GEORGIA-ALABAMA LAND TRUST INVESTMENT RELATED: No ADDRESS OF BUSINESS: PIEDMONT, ALABAMA 36272 NATURE OF BUSINESS: CHARITABLE ORGANIZATION POSITION, TITLE, ASSOCIATION: DIRECTOR START DATE OF RELATIONSHIP: 1/1/2016 NUMBER OF HOURS DEVOTED: 5 HOURS QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BOARD MEMBER, VOLUNTEER I*128101 For profit or not for profit: For-Profit Organization Name of outside business organization: The Kephart Investment related: Yes Address of business: Bryson City, North Carolina 28713 Nature of business: LLC Position, title, association: Family Held Start date of relationship: 11/13/2019 Number of hours devoted: 4 hours Quarterly Number of hours devoted during trading hours: 0 Duties: This is a rental/commercial property owned by our family LLC. I*1172271 For profit or not for profit: Entity For Profit Name of outside business organization: Oak Street Industries LLC Investment related: No Address of business: Atlanta, Georgia, 30327 Nature of business: Limited Liability Company Position, title, association: General Partner/Managing Member Start date of relationship: 3/21/2023 Number of hours devoted: 2 hours Monthly Number of hours devoted during trading hours: 0 Duties: It is an investment entity looking to buy the assets of food & beverage company (brewery). I*2606300, Entity Type: , Name of OBA: B R for Governor, Address: Johns Creek, Georgia, 30022, Investment Related: N, Position, Title, Association: Advisory Board, Employee State Date: 45870, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: I would not have any voting or recommendation authority, but my objective would be to help the campaign be thoughtful and skillful in how it addresses campaign issues and questions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-14 |
Reach out to this advisor