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 | 2024-04-30 |
| TN | RA | APPROVED | 2019-10-02 |
Branch Locations
2 Union Sq, Chattanooga, TN 37402 • United States
6000 Fairview Rd, Charlotte, NC 28210 • United States
Signal Mountain, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 02/2013 | 10/2018 |
| Suntrust Bank | Chattanooga | TN | 02/2013 | 10/2018 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chattanooga | TN | 09/2019 | Present |
| Community Foundation Of Greater Chattanooga | Chattanooga | TN | 10/2018 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-15 |
Reach out to this advisor