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 | 2008-06-25 |
| FL | RA | APPROVED | 2008-02-25 |
| AL | RA | APPROVED | 2008-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pensacola | FL | 02/2008 | Present |
| Bank Of America, Na | Pensacola | FL | 12/2009 | Present |
I*: 2578283 Entity Type: Charitable Name of OBA: MenPact Pensacola Address: Gulf Breeze, FL 32583 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 06/27/2025 Number of Hours: 5 hr mthly Number of Hours during trading: 2 hrs mthly Duties: Community Volunteerism. Maintain membership information, and welcome new members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-05 |
Reach out to this advisor