Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-01 |
| VA | RA | APPROVED | 2023-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 08/2019 | 03/2023 |
| Richmond Public Schools | Richmond | VA | 08/2016 | 06/2019 |
| Bank Of America, N.A. | Vienna | VA | 11/2019 | 03/2023 |
| Truist Investment Services, Inc | Richmond | VA | 03/2023 | Present |
| Truist Advisor Services, Inc | Richmond | VA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-25 |
Reach out to this advisor