Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-31 |
| TX | RA | APPROVED | 2022-08-30 |
Branch Locations
360 Garfield Ave, Winter Park, FL 32789 • United States
Maitland, FL • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Orlando | FL | 02/2010 | 08/2022 |
| Bank Of America,Na | Winter Park | FL | 10/2010 | 08/2022 |
| Rbc Capital Markets, Llc | Winter Park | FL | 08/2022 | Present |
| City National Bank | Winter Park | FL | 10/2022 | Present |
NAME OF ENTITY: Camaraderie Foundation ADDRESS: 2488 East Michigan St Orlando, FL 32806 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Veteran Organization helping individuals from PTSD CAPACITY: Board of Directors * START DATE: 07/01/17 DUTIES: Provide guidance and decisions of the direction of the foundation. HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-15 |
Reach out to this advisor