Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-09 |
| NC | RA | APPROVED | 2026-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Red Devils Lacrosse Club | Cary | NC | 10/2024 | Present |
| Lowes Foods | Sanford | NC | 05/2023 | 08/2023 |
| Fairview Dairy Bar | Sanford | NC | 06/2021 | 08/2021 |
| Taylor Family Ymca | Cary | NC | 06/2017 | 08/2019 |
| Bridgewater College | Bridgewater | VA | 08/2020 | 05/2024 |
| Green Hope High School | Cary | NC | 08/2016 | 06/2020 |
| Unemployed | Sanford | NC | 06/2024 | 09/2024 |
| Equitable Advisors, Llc | New York | NY | 08/2025 | 11/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 12/2025 | Present |
| Bank Of America, N.A. | Greensboro | NC | 01/2026 | Present |
-10/2024 Red Devils Lacrosse Club, Cary NC Lacrosse Coach, non-investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-22 |
Reach out to this advisor