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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-11-05 |
| FL | RA | APPROVED | 2009-10-23 |
| GA | RA | APPROVED | 2009-10-23 |
| TN | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brentwood | TN | 10/2009 | Present |
| Bank Of America, N.A. | Nashville | TN | 05/2011 | Present |
I*: 369832 Entity Type: Charitable Name of OBA: Mental Health Cooperative Address: Nashville, TN 37228 Investment Related: No Position, Title, Association: Board member Employee Start Date: 04/08/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 1 hr mthly Duties: Board member, finance committee, Entity is services TennCare's mental health patients in the Nashville MSA and Memphis. The nature of my role on the finance committee is to adhere that the outside CIO is adhering to the investment policy statement approved by the board. Additionally, report back findings from the outside CIO to the entire board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-19 |
Reach out to this advisor