Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-10-13 |
| TN | RA | APPROVED | 2016-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Germantown | TN | 05/2016 | Present |
| Bank Of America, N.A. | Germantown | TN | 12/2016 | Present |
I*95368FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: MAYFAIR LLCINVESTMENT RELATED: YADDRESS OF BUSINESS:GERMANTOWN, TENNESSEE 38139-3616NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 7/13/2015NUMBER OF HOURS DEVOTED: 2 HOUR(S) QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: FAMILY LIMITED PARTNERSHIP, INVESTMENTS INCLUDE BEACH RENTAL CONDO AND LIQUID SECURITIES.I*95370FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: MAYFAIR FARMS LLCINVESTMENT RELATED: YADDRESS OF BUSINESS:GERMANTOWN, TENNESSEE 38139-3616NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 8/26/2015NUMBER OF HOURS DEVOTED: 2 HOUR(S) QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: FARM LAND THAT IS RENTED AND INVESTED SECURITIES.I*712256Entity For Profit Pbranch Prop Co 2 LLCInvestment related: Nnashville, Tennessee, 37208 ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 1/5/2022 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , rental real estate I*927386Entity CharitableNashville Children's TheatreInvestment related: NNashville, Tennessee, 37210["Charitable Organization"]Position, title, association: ["Board Member","Other"], Start date of relationship: 8/25/20221 hour(s) MonthlyNumber of hours devoted during trading hours: 1Duties: My role will be as a trustee . To assist in the over arching decisions associated with running the Nashville Children's Theatre, allowing it to continue providing performing arts opportunities to the children of our community.I*1319255For profit or not for profit: Entity CharitableName of outside business organization: Nashville Childrens Theatre FoundationInvestment related: NAddress of business: OBA, OBA, OBANature of business: ["Charitable Organization"]Position, title, association: ["Committee"], [["Finance committee"]]Start date of relationship: 7/1/2023Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , To review financial projections and performance of the theatre. Summarize the information presented on the balance sheet and budget pertaining to the operation of the theatre.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-15 |
Reach out to this advisor