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 | 2010-03-04 |
| FL | RA | APPROVED | 2009-09-16 |
Branch Locations
824 A1A N, Ponte Vedra Beach, FL 32082 • United States
22 Bull St, Savannah, GA 31401 • 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 | 04/2007 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 02/2010 | Present |
I*131710 For profit or not for profit: Non-Profit Organization Name of outside business organization: Cathedral Arts Project Inc Investment related: N Address of business: Jacksonville, Florida 32202 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 7/6/2020 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: Board of Directors/Fundraising I*521434 For profit or not for profit: Entity Charitable Name of outside business organization: Cathedral Arts Project Investment related: N Address of business: Jacksonville, Florida, 32202 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 9/16/2021 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: , Board of Directors Fundraising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-09 |
Reach out to this advisor