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 | 2023-11-14 |
| TX | RA | APPROVED_RES | 2023-11-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Shreveport | LA | 02/2013 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Shreveport | LA | 11/2022 | Present |
| Bank Of America, N.A. | Shreveport | LA | 01/2024 | Present |
I*1574260 For profit or not for profit: Entity Charitable Name of outside business organization: First Methodist Church Shreveport Endowment Investment related: N Address of business: Shreveport, Louisiana, 71101, United States Nature of business: ["Church or Religious Organization"] Position, title, association: ["Officer"], Start date of relationship: 11/12/2023 Number of hours devoted: 2 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I am the chairman of an investment committee of lay persons and one employee of the church. We oversee the investment manager of the Endowment. Our committee has no contact with any funds of the endowment or make any trading decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-21 |
Reach out to this advisor