Best Investors
Account
Sign in
Best Investors
Account
Sign in
One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-21 |
| NC | RA | APPROVED | 2009-02-12 |
Branch Locations
628 Green Valley Road Suite 306, Greensboro, NC 27408-7730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Greensboro | NC | 05/1997 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 05/1997 | Present |
| Davenport & Company Llc. | Greensboro | NC | 02/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-23 |
| S66 | Uniform Combined State Law Examination | 1998-03-11 |
Reach out to this advisor