Best Investors
Account
Sign in
Best Investors
Account
Sign in
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-10 |
| TX | RA | APPROVED | 2026-07-10 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
4 Tower Place First Floor, Albany , NY 12203 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Latham | NY | 10/2009 | 04/2019 |
| Bank Of America,N.A. | Latham | NY | 06/2011 | 04/2019 |
| Wells Fargo Clearing Services Llc | Johnstown | NY | 04/2019 | 01/2021 |
| Wells Fargo Clearing Services Llc | Saratoga Springs | NY | 01/2021 | 07/2026 |
| &Partners | Nashville | TN | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-04 |
Reach out to this advisor