Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2015-12-09 |
| TX | RA | APPROVED_RES | 2002-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Monroe | LA | 06/2001 | Present |
| Bank Of America,N.A. | Monroe | LA | 06/2011 | Present |
1.FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: SPORTSMAN'S THE GENTLEMAN'S BARBER 3.INVESTMENT RELATED: 4.ADDRESS OF BUSINESS: WEST MONROE, LOUISIANA 71291 5.NATURE OF BUSINESS: 7.FIDUCIARY ROLE: NO 8.FIDUCIARY ROLE FOR FAMILY?:NA 9.FIDUCIARY DETAILS: NA 10.POSITION, TITLE, ASSOCIATION: PARTICIPANT, 11.POSITION DUTIES: THIS IS A MEN'S ONLY BARBERSHOP. I AM A PASSIVE INVESTOR THAT HAS NO DUTIES OR ON GOING FINANCIAL OBLIGATIONS. 12.START DATE OF RELATIONSHIP: 6/18/2010 13.NUMBER OF HOURS DEVOTED: 5 MONTHLY 14. NUMBER OF HOURS DEVOTED DURING TRADING HOURS: I*927480 For profit or not for profit: Entity For Profit Name of outside business organization: Trinity Family Farm, LLC Investment related: N Address of business: Downsville, Louisiana, 71234 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 7/25/2022 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Farmland and recreational usage with no expected business activity during work hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-16 |
Reach out to this advisor