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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-06-08 |
| TX | RA | APPROVED | 2023-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Atlanta | GA | 05/2016 | 05/2017 |
| Nylife Securities Llc | Atlanta | GA | 10/2016 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 05/2017 | 09/2018 |
| Bank Of America, N.A. | Atlanta | GA | 08/2017 | 09/2018 |
| E*Trade Securities Llc | Alpharetta | GA | 09/2018 | 06/2023 |
| E*Trade Capital Management Llc | Alpharetta | GA | 09/2018 | 06/2023 |
| Morgan Stanley | Alpharetta | GA | 11/2022 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 06/2023 | Present |
| Bank Of America, N.A. | Atlanta | GA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-13 |
Reach out to this advisor