Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-13 |
| SC | RA | APPROVED | 2026-04-10 |
Branch Locations
1320 Main Street Suite 800, Columbia, SC 29201 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Colorado Springs | CO | 02/2016 | 04/2021 |
| Robinhood Financial, Llc | Denver | CO | 05/2021 | 09/2022 |
| Robinhood Markets, Inc | Denver | CO | 06/2022 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 09/2022 | 03/2026 |
| Bank Of America N.A. | Charlotte | NC | 01/2023 | 03/2026 |
| Morgan Stanley | Columbia | SC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-06 |
Reach out to this advisor