Best Investors
Account
Sign in
Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-30 |
| TX | RA | APPROVED | 2026-03-18 |
Branch Locations
814 North Highway A1A Suite 203, Ponte Vedra Beach, FL 32082-3298 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2016 | 08/2019 |
| Bank Of America, N.A. | Jacksonville | FL | 08/2016 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2020 | 03/2026 |
| Unemployed | Tampa | FL | 08/2019 | 10/2020 |
| Bank Of America N.A. | Jacksonville | FL | 12/2020 | 03/2026 |
| Janney Montgomery Scott Llc | Ponte Vedra | FL | 03/2026 | Present |
Trinity Episcopal, St Augustine, FL. Endowment Education Committee (04/2026) - Provide education to parishioners on ways to donate. Not investment related, not compensated, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-23 |
Reach out to this advisor