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 | 2016-07-28 |
| GA | RA | APPROVED | 2015-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 11/2015 | Present |
| Bank Of America, N.A. | Atlanta | GA | 12/2015 | Present |
I*6295 For profit or not for profit: Name of outside business organization: Second Home / Vacation Rental Investment related: Address of business: Santa Rosa Beach, Georgia 32459 Nature of business: , Position, title, association: , Start date of relationship: 6/1/2018 Number of hours devoted: 5 hour(s) Number of hours devoted during trading hours: 0 Duties: I*2386273, Entity Type: , Name of OBA: MLPF& S CUST FPO C B RRA FBO C B , Address: Atlanta, Georgia, 30327, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 15-Apr-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-11 |
| S66 | Uniform Combined State Law Examination | 2007-08-28 |
Reach out to this advisor