Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-31 |
| GA | RA | APPROVED | 2017-11-30 |
Branch Locations
200 Stephenson Ave Ste 301, Savannah, GA 31405 • United States
Savannah, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah | GA | 08/2013 | 11/2017 |
| Bank Of America N.A. | Savannah | GA | 02/2014 | 11/2017 |
| Wells Fargo Clearing Services, Llc | Savannah | GA | 11/2017 | Present |
ST. ANDREW'S SCHOOL, NOT INV RELATED, SAVANNAH, GA, BOARD OF TRUSTEES, START 8/1/2020, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO DISCUSS IMPROVEMENTS, ENROLLMENT, STRATEGIC PLANNING AND ATTENDING FUNDRAISERS. ST. ANDREWS SCHOOL; INVESTMENT RELATED; SAVANNAH,GA; VICE PRESIDENT OF INVESTMENT COMMITTEE; START 10/01/2020; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO EVALUATE THE PORTFOLIO, DISCUSS CHANGES, AND LIAISON BETWEEN BOARD AND COMMITTEE. THE SETTLEMENT HOA, NOT INV RELATED, SAVANNAH, GA, BOARD MEMBER, START 6/1/2021, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, MANAGEMENT OF NEIGBORHOOD, ACTIVITIES, AND CONCERNS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-27 |
Reach out to this advisor