Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-08-30 |
| TX | RA | APPROVED | 2015-06-16 |
| DC | RA | APPROVED | 2015-03-31 |
Branch Locations
3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States
1800 K St Nw, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 01/2015 | Present |
| Bank Of America, N.A. | Washington | DC | 03/2015 | Present |
I*88773FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: PAPA SQUIRREL, LLCINVESTMENT RELATED: YADDRESS OF BUSINESS:ATLANTA, GEORGIA 30319NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 11/20/2015NUMBER OF HOURS DEVOTED: 2 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: INVESTING IN REAL ESTATE I*124277For profit or not for profit: For-Profit OrganizationName of outside business organization: TBDInvestment related: YAddress of business:Denver, Georgia 30319Nature of business: LLC,Position, title, association: Limited Partner, Start date of relationship: 7/18/2019Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: The LLC will invest in oil wells. I am a passive member with no responsibilities. I*1204442For profit or not for profit: Entity For ProfitName of outside business organization: TBDInvestment related: NAddress of business: Atlanta, Georgia, 30319Nature of business: ["Limited Liability Company"]Position, title, association: ["Other"], Start date of relationship: 3/15/2023Number of hours devoted: 2 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: I will be a member of the LLC, LLC will have a working interest in oil and gas wells. I*2209260, Entity Type: Entity Charitable, Name of OBA: L P E Steering Committee, Address: Lexington , Virginia, 24450, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 02/21/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: It is a philanthropic role. I will help raise funds and organize meetings. The society raises funds for Washington and Lee University.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-19 |
Reach out to this advisor