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 | 2025-11-12 |
| TX | RA | APPROVED | 2025-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Alpharetta | GA | 03/2007 | 08/2017 |
| Bank Of America Na | Alpharetta | GA | 01/2011 | 08/2017 |
| Morgan Stanley | Alpharetta | GA | 08/2017 | 11/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 11/2025 | Present |
| Bank Of America, N.A. | Alpharetta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-18 |
Reach out to this advisor