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 |
|---|---|---|---|
| GA | RA | APPROVED | 2021-05-19 |
| TX | RA | APPROVED | 2021-05-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | Atlanta | GA | 08/2012 | 05/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 05/2021 | Present |
| Bank Of America, N.A. | Alpharetta | GA | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-23 |
Reach out to this advisor