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 |
|---|---|---|---|
| SC | RA | APPROVED | 2022-07-29 |
Branch Locations
355 S Main St, Greenville, SC 29601 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | SC | 08/2009 | 05/2019 |
| Bofa Securities, Inc. | Greenville | SC | 05/2019 | 10/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | SC | 04/2022 | Present |
| Bank Of America | Greenville | SC | 10/2020 | 04/2022 |
I* 815242 For profit or not for profit: Entity For Profit Name of outside business organization: WP Home Solutions, LLC Investment related: no Address of business: Greenville, SC, 29605 Nature of business: Limited Liability Company Position, title, association: General Partner/Managing Member Start date of relationship: 05/02/2022 Number of hours devoted: 2 monthly Number of hours devoted during trading hours: 0 Duties: Residential Holdco for a single rental property. As the sole Member, I manage the entities bank account and periodic operating activities related to renting and managing the property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-11 |
Reach out to this advisor