Best Investors
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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 06/2019 | 10/2025 |
| Centre College | Danville | KY | 06/2015 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 06/2018 | 08/2018 |
| Palm Beach Accounting And Financial Services | Palm Beach | FL | 06/2017 | 08/2017 |
| Bank Of America, N.A. | Palm Beach | FL | 10/2019 | 10/2025 |
| Morgan Stanley Smith Barney Llc | West Palm Beach | FL | 10/2025 | Present |
(1) Historical Society of Palm Beach County / West Palm Beach, FL / Not Investment Related / Committee / Start 01-October-2024 / 1 hour devoted monthly / 0 during trading / Steering Committee for the Historical Society. I will be helping schedule and market events and promote the society.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-24 |
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