Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-03-31 |
| TX | RA | APPROVED | 2023-03-31 |
Branch Locations
740 Shades Creek Parkway, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 06/2019 | 03/2023 |
| University Of Alabama | Tuscaloosa | AL | 01/2014 | 06/2019 |
| University Of Alabama | Tuscaloosa | AL | 01/2011 | 12/2017 |
| Bank Of America, N. A. | Birmingham | AL | 08/2019 | 03/2023 |
| Morgan Stanley Smith Barney Llc | Birmingham | AL | 03/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-06 |
Reach out to this advisor