Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-12-19 |
| TX | RA | APPROVED | 2022-09-26 |
| VA | RA | APPROVED | 2022-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond | VA | 05/2016 | 09/2022 |
| Bank Of America, N.A. | Richmond | VA | 10/2016 | 09/2022 |
| Ubs Financial Services, Inc. | Washington | DC | 09/2022 | Present |
NAME OF OTHER BUSINESS: Ducks Unlimited / INVESTMENT RELATED?: N / ADDRESS: 1 Waterfowl Way, Memphis, Tennessee/ NATURE OF THE BUSINESS: Waterfowl conservation / POSITION: Officer / DUTIES: Chairman Elect of the Richmond Chapter of Ducks Unlimited. I help lead fundraising efforts for Ducks Unlimited in the Richmond, VA area / START DATE: 10/28/2022 / HOURS DEVOTED TO BUSINESS: NA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-24 |
Reach out to this advisor