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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 10/2025 | Present |
| King Of Pops, Inc | Atlanta | GA | 02/2015 | 02/2020 |
| Roadsync, Inc | Atlanta | GA | 02/2020 | 06/2023 |
| Unemployed | Marietta | GA | 06/2023 | 08/2023 |
| Alpharesults, Llc | Atlanta | GA | 08/2023 | 07/2025 |
| Taxcredible Ventures Llc | Atlanta | GA | 07/2025 | 10/2025 |
| Bank Of America, N.A. | Atlanta | GA | 12/2025 | Present |
I*3074264Entity Type: CharitableName of OBA:Young Harris CollegeAddress:Young Harris GeorgiaInvestment Related:NoPosition, Title, Association:Board MemberStart Date:04/24/2015No Hours: 20 YearlyNo Hours during trading:12 YearlyDuties:To provide basic oversight and governance of the institution, including educational and fiscal policy; granting of degrees; and promotion and tenure of faculty. I am one of 47 voting members of the board. I*3074267 Entity Type: Entity For Profit Name of OBA: Fidgeting Lamb Ventures LLC Address: Marietta, Georgia, 30060 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/02/2025 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: In Q1 and Q2 2025, before being hired at Merrill Lynch, I performed Fractional CFO services and consulting as a side income. I ceased operations in mid July 2025. The business is currently being dissolved and I anticipate it will be fully closed by 10/31/2025. None going forward.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
Reach out to this advisor