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 | 2004-03-11 |
Branch Locations
9000 Southside Blvd Workplace Benefits, Jacksonville, FL 32256 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Jacksonville | FL | 01/2000 | Present |
I*1998276, Entity Type: Profit, Name of OBA: Tennessee Tech University Address: Cookeville, TN 38505 Investment Related: No Position, Title, Association: Employee Start Date: 09/21/2024 No Hours: 3 hrs weekly No Hours during trading: 0 Duties: Operating shot and game clocks for sporting events. I*: 2799271 Entity Type: Not for Profit Name of OBA: USA Softball of Central Tennessee Address: Oklahoma City, OK 73111 Investment Related: No Position, Title, Association: Recuriter and trainer Employee Start Date: 09/01/2025Number of Hours: 8 hrs mthly Number of Hours during trading: 0 Duties: Recruit and train softball umpires
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-12 |
Reach out to this advisor