Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-26 |
| AL | RA | APPROVED | 2003-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gadsden | AL | 05/2000 | Present |
| Bank Of America, N.A. | Gadsden | AL | 06/2019 | Present |
I*25633 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MARSHALL MEDICAL CENTER INVESTMENT RELATED: NO ADDRESS OF BUSINESS: BOAZ, ALABAMA 35957 NATURE OF BUSINESS: OTHER,AEROBICS CLASS POSITION, TITLE, ASSOCIATION: OTHER, INSTRUCTOR START DATE OF RELATIONSHIP: 6/1/2009 NUMBER OF HOURS DEVOTED: 20 HOURS MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TEACH AN EXERCISE CLASS AEROBIC INSTRUCTOR I*134343 For profit or not for profit: Non-Profit Organization Name of outside business organization: SARDIS BAPTIST CHURCH Investment related: No Address of business: SARDIS CITY, Alabama 35956 Nature of business: Charitable Organization, Position, title, association: Committee Member Start date of relationship: 1/1/2020 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties: I SERVE ON THE STEWARDSHIP COMMITTEE FOR MY CHURCH. WE PREPARE and OVERSEE THE BUDGET FOR THE CHURCH I*1048439 For profit or not for profit: Entity For Profit Name of outside business organization: Watwood Property LLC Investment related: No Address of business: BOAZ, Alabama, 35956 Nature of business: Limited Liability Partnership Position, title, association: General Partner/Managing Member, Start date of relationship: 2/16/2022 Number of hours devoted: 1 hour Yearly Number of hours devoted during trading hours: 0 Duties: , LLC was formed to purchase building for husbands business. I*458792, Entity Type: Entity For Profit, Name of OBA: poa, Address: gadsden,, Alabama 35901, Investment Related: Y, Position, Title, Association: Other, Employee Start Date: 06/15/2016, No Hours: 0.33, No Hours during trading: 0.33, Duties: poa on my husbands account I*4612286 Entity Type: Rental Property Name of OBA: Rental Property - 22-May-26 - 1 Address: Boaz, Alabama, 35956 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 06/01/2026 Number of Hours: 24, Yearly Number of Hours during trading: 0 Duties: Co-owner with other family members/rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-20 |
Reach out to this advisor