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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-26 |
| VA | RA | APPROVED | 2018-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlottesville | VA | 03/2018 | Present |
| Unemployed | Charlottesville | VA | 11/2017 | 03/2018 |
| 2Rw Consultants, Inc. | Charlottesville | VA | 02/2016 | 10/2017 |
| Bank Of America, N.A. | Charlottesville | VA | 06/2018 | Present |
On The Rise, Noninvestment-related, Charlottesville VA Podcast, Producer/Host, 02/2018, 6 Hours/Month, 0 Hours during securities trading hours, I interview musicians in this podcast to talk about their songs and then produce the episodes. I*9065 For profit or not for profit: Name of outside business organization: Investment related: Address of business: Baltimore, Maryland 21230 Position, title, association: Start date of relationship: 1/1/2010 Number of hours devoted: 1 hour( Number of hours devoted during trading hours: 0 Duties: I*465563 Entity Type: Charitable Name of outside business organization: Rotary International Investment related: No Address of business: Charlottesville, Virginia, 22903 Position, title, association: Officer Start date of relationship: 7/12/2022 Number of hours devoted: 6 hours Weekly Number of hours devoted during trading hours: 3 Duties: I will be the President. I will lead our board in making decisions on what projects we volunteer for and make donations to. I will have check writing capabilities from our club funds. We have an endowment account which I will not have the ability to individually control the investments over but will sit on the board which can make decisions to change that strategy if it so choses. I*4508370 Entity Type: For Profit Name of OBA: XXXX Winthrop Dr. Address: Charlottesville, Virginia, 22911 Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Rental Property Minimal - I have a landlord managing it.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-27 |
Reach out to this advisor