Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-30 |
| VA | RA | APPROVED | 2024-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow, Llc | Richmond | VA | 08/2009 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 12/2023 |
| Truist Advisory Services, Inc. | Richmond | VA | 02/2021 | 12/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond | VA | 05/2024 | Present |
| Unemployed | Mechanicsville | VA | 01/2024 | 04/2024 |
I*: 2929286 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Cape Charles. VA 23310 Investment Related: No Position, Title, Association: Co-owner with non-family members Employee Start Date: 06/25/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Co-owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-07 |
Reach out to this advisor