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 |
|---|---|---|---|
| FL | RA | APPROVED | 2007-07-13 |
| TX | RA | APPROVED | 2007-07-12 |
Branch Locations
1100-1800 American Blvd Wealth Management Client Care, Pennington, NJ 08534 • United States
9000 Southside Blvd Wealth Management Client Care, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2006 | Present |
I*75910 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: D OTERRA INTERNATIONAL, LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: PLEASANT GROVE, UTAH 84062 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 4/25/2014 NUMBER OF HOURS DEVOTED: 8 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I AM A WELLNESS ADVOCATE. I HOLD CLASSES ON OILS AND DO PRODUCT SAMPLING. I*103905 For profit or not for profit: For-Profit Organization Name of outside business organization: Estate Jewelry & Sales by Rachel, LLC Investment related: N Address of business: St. Johns, Florida 32259 Nature of business: LLC, Position, title, association: Other, On occasion, will fill in. No schedule. Start date of relationship: 42826 Number of hours devoted: 20 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Misc assistance at Estate Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-10 |
Reach out to this advisor