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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-19 |
| IL | RA | APPROVED | 2019-12-19 |
| MO | RA | APPROVED | 2019-02-21 |
| KS | RA | APPROVED | 2017-04-19 |
| TX | RA | APPROVED_RES | 2017-04-17 |
Branch Locations
Jacksonville, FL • United States
9000 Southside Blvd Central Business Review Unit, Jacksonville, FL 32256 • United States
620 S Tryon St Central Business Review Unit, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Overland Park | KS | 11/2007 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leawood | KS | 03/2017 | Present |
I*2445272, Entity Type: Entity For Profit, Name of OBA: S.A.F.E Management, Address: Jacksonville , Florida, 32202, Investment Related: N, Position, Title, Association: Employee, Employee State Date: 05/10/2025, No Hours: 30 Monthly, No Hours during Trading: 0 Monthly, Duties: Guest Services . Security, Athletic facilities & Events: ushers, ticket taker for sporting events, concerts and other events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-31 |
Reach out to this advisor