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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-03 |
| TN | RA | APPROVED | 2025-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sardis Swim And Racquet | Charlotte | NC | 07/2016 | 08/2020 |
| Windyrush Country Club | Charlotte | NC | 12/2017 | 12/2020 |
| Furman University | Greenville | SC | 08/2020 | 05/2024 |
| Northwestern Mutual Investment Services Llc | Charlotte | NC | 05/2021 | 11/2024 |
| Ryan Saunders | Charlotte | NC | 07/2021 | 11/2024 |
| Ryan Saunders | Charlotte | NC | 05/2021 | 07/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2024 | 11/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Johnson City | TN | 11/2024 | Present |
| Bank Of America, N.A. | Johnson City | TN | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-09 |
| S66 | Uniform Combined State Law Examination | 2024-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-18 |
Reach out to this advisor