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 | 2019-11-05 |
| FL | RA | APPROVED | 2011-07-08 |
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 | 11/2010 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 07/2011 | Present |
I*91105 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PONTE VEDRA RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: PONTE VEDRA, FLORIDA 32081 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 12/21/2015 NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PROPERTY OWNER AND LANDLORD I*: 1970266 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Jacksonville, FL Investment Related: No Position, Title, Association: Co-owner with other family member Employee Start Date: 9/2/2024 Number of Hours: 6 hrs annually Number of Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-28 |
Reach out to this advisor