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 | 2016-12-20 |
| AL | RA | APPROVED | 2015-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fairhope | AL | 06/2015 | Present |
| Bank Of America, N.A. | Fairhope | AL | 12/2015 | Present |
I*98325 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CONFERENCE TECHNOLOGIES INVESTMENT RELATED: N ADDRESS OF BUSINESS: MOBILE, ALABAMA 36606 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: CONSULTANT, START DATE OF RELATIONSHIP: 42675 NUMBER OF HOURS DEVOTED: 6 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: STARTUP COMPANY CENTERED AROUND APP DESIGN FOR CONFERENCES, TRADE SHOWS, CONVENTIONS THAT DRIVES DATA ANALYTICS FOR VENDORS AND ENHANCES ATTENDEE EXPERIENCE. POTENTIAL INPUT ON DESIGN, FUNCTIONALITY, AND VALIDATION OF PRODUCT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-17 |
Reach out to this advisor