Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-09 |
| FL | RA | APPROVED | 2017-05-25 |
Branch Locations
824 A1A N, Ponte Vedra Beach, FL 32082 • United States
22 Bull St, Savannah, GA 31401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Jacksonville | FL | 01/2009 | 04/2017 |
| Bb&T Investments | Charlotte | NC | 01/2009 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2017 | Present |
| Bank Of Ameirca, Na | Jacksonville | FL | 05/2017 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 05/2017 | Present |
COMMUNITY FOUNDATION OF JACKSONVILLE POSITION: ADVISORY COMMITTEE MEMBER NATURE: MEMBER, FOUNDATION ADVISORY COMMITTEE INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2006 ADDRESS: 245 RIVERSIDE AVENUE, SUITE 310, JACKSONVILLE FL 32202 DESCRIPTION: THE COMMUNITY FOUNDATION IS A PUBLIC CHARITY, OPERATING PLANNING GIVING PROGRAMS, AN ENDOWMENT, AND DONOR ADVISED FUNDS FOR ITS CONSTITUENCY. IT SEEKS INPUT FOR COMMUNITY PUBLICITY AND AWARENESS FROM ITS ADVISORY COMMITTEE MEMBERS. I*2137265, Entity Type: Fiduciary, Name of OBA: M E R TTEE U/A DTD 05/29/2015 BY S R, Address: Saint Johns, Florida, 32259, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 23-Dec-2024, No Hours: 5 Weekly, No Hours during Trading: 1 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-14 |
Reach out to this advisor