Best Investors
Account
Sign in
Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-29 |
| FL | RA | APPROVED | 2024-05-07 |
Branch Locations
Saint Johns, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 03/2013 | 03/2021 |
| Bank Of America, N.A. | Jacksonville | FL | 03/2014 | 03/2021 |
| Ketron Health Llc | Saint Johns | FL | 05/2017 | 04/2024 |
| Citigroup | Jacksonville | FL | 04/2024 | Present |
Huntington Addiction Wellness Center- Noninvestment related- 1236 5th Avenue, Huntington, WV 25701- Addiction treatment center- Minority Partner- 2019- 1 hour per month- Zero hours during trading hours- Quarterly Zooms with Founder. //// Ketron Health LLC; Not Investment-related; Nature: Health Coaching; Saint Johns, FL; Started: January 1, 2017; Title: President; Duties: Coach clients in the evening after work hours; 0. hours are devoted each month during securities trading hours; 6-10 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-15 |
Reach out to this advisor