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 |
|---|---|---|---|
| VA | RA | APPROVED | 2015-06-11 |
| TX | RA | APPROVED_RES | 2014-07-15 |
| NC | RA | APPROVED | 2012-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winston-Salem | NC | 03/2012 | Present |
| Bank Of America, N.A. | Winston | NC | 04/2012 | Present |
I*784231 For profit or not for profit: Entity Charitable Name of outside business organization: UNITED METHODIST FOUNDATION OF WESTERN NORTH CAROLINA INC Investment related: Y Address of business: Huntersville, North Carolina, 28078 Nature of business: ["Church or Religious Organization"] Position, title, association: ["Committee"], [["Investment committee"]] Start date of relationship: 4/1/2022 Number of hours devoted: 4 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I have been asked to serve as a volunteer on an investment Team. No account relationship, no access to funds, no decision making authority. The "investment Team" serves to provide general guidance to a Board of Directors. There are 9 members on the team all of whom have professional financial backgrounds. Time expectations are 3-4 meetings per year consisting of approximately 1 to 1.5 hours each. There is no compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-20 |
Reach out to this advisor