Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-07 |
| TX | RA | APPROVED | 2025-07-06 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Alpharetta | GA | 09/2013 | 11/2016 |
| Fifth Third Securities | Alpharetta | GA | 04/2016 | 11/2016 |
| Pnc Bank | Alpharetta | GA | 11/2016 | 11/2021 |
| Pnc Investments | Pittsburgh | PA | 11/2016 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 01/2022 | 06/2025 |
| Morgan Stanley | Atlanta | GA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-13 |
Reach out to this advisor