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_RES | 2023-06-16 |
| NC | RA | APPROVED | 2019-12-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Asheville | NC | 08/2019 | Present |
| Gold's Gym International | Asheville | NC | 05/2016 | 08/2019 |
| Bank Of America, N. A. | Asheville | NC | 10/2019 | Present |
I*2757296 Entity Type: Charitable Name of OBA:Rotary Club of Asheville Address:Asheville North Carolina Investment Related:No Position, Title, Association:Committee,Board Member Start Date:07/01/2025 No Hours: 5 Weekly No Hours during trading:1 Weekly Duties:Community service Membership Committee Chair and Board Member: Helping our club grow it's member base and retain existing members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-29 |
Reach out to this advisor