Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-09-18 |
| TX | RA | APPROVED_RES | 2023-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/1999 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Monroe | LA | 09/2023 | Present |
| Bank Of America, N.A. | Monroe | LA | 10/2023 | Present |
I*3312267, Entity Type: Church or Religious Organization Name of OBA: Faith Chapel Pentecostal Church, Address: West Monroe, Louisiana, 71292, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 01/01/2026, No Hours: 24 Yearly, No Hours during Trading: 0 Duties: Meet once a quarter to discuss direction of church, Serve as a board member to church in deacon role and to make sure policies and procedures are followed. I*4434265 Entity Type: Entity For Profit Name of OBA: K & G Properties of Monroe LLC Address: Monroe, Louisiana, 71201 Investment Related: No Position, Title, Association: Owner Employee Start Date: 04/15/2026 Number of Hours: 10, Monthly Number of Hours during trading: 0, Monthly Duties: 50% ownership of this LLC for rental property with my wife Manage 3 rental properties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-13 |
Reach out to this advisor