Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2019-07-22 |
Branch Locations
1800 K St Nw, Washington, DC 20006 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc. | Washington | DC | 06/2009 | 04/2019 |
| Jpmorgan Chase | Washington | DC | 06/2009 | 04/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 03/2019 | Present |
| Bank Of America, N.A. | Washington | DC | 04/2019 | Present |
I*127621 For profit or not for profit: For-Profit Organization Name of outside business organization: Atwell Clarke Collective LLC Investment related: N Address of business:Washinton, District of Columbia 20015 Nature of business: LLC Position, title, association: Owner, Start date of relationship: 10/31/2019 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Single asset holding company to hold a piece of art purchased by me and my brother. I*: 2098275 Entity Type: Entity Charitable Name of OBA: Howard University School of Business Advisory Board Address: Washington Investment Related: District of Columbia 20059 Position, Title, Association: Board Member Employee Start Date: 12/03/2024 No Hours: 10hr/yr No Hours during trading: 5 Duties: School of Business advisory role to help the professors and student prepare for employment opportunities with companies that recruit at the University. I am involved with this given my role as Bank of America Executive Sponsor for Howard University Recruiting. The role is just to listen to the strategic plan and provide thoughts 2-3 times a year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-19 |
| S66 | Uniform Combined State Law Examination | 2005-10-28 |
Reach out to this advisor