Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-06-22 |
Branch Locations
9000 Southside Blvd Bldg 600, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | St. Augustine | FL | 06/2015 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St. Augustine | FL | 06/2015 | Present |
I*82136FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: FORDEL BUSINESS DEVELOPMENT INCINVESTMENT RELATED: NADDRESS OF BUSINESS: 241 CHARLEMAGNE CIR, PONTE VEDRA BEACH, FLORIDA 32082NATURE OF BUSINESS: S-CORP,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 7/21/2014NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: PURPOSE: PROVIDE BUSINESS DEVELOPMENT SERVICES (MARKETING STRATEGIES, BRANDING, RELATIONSHIP-BUILDING) TO THIRD PARTIES, I AM SOLE BOARD MEMBER, PRESIDENT, AND SOLE SHAREHOLDER. I*2879264Entity Type: N/AName of OBA: L.A.H. FAMILY TRUST U/A DTD 12/31/2007Address:St Augustine FloridaInvestment Related:NoPosition, Title, Association:Co-TrusteeStart Date:09/16/2025No Hours: 5 YearlyNo Hours during trading:0 YearlyDuties:Co-Trustee for Siblings I*2929294, Entity Type: , Name of OBA: L A H FAMILY TRUST U/A DTD 12/31/2007, Address: St Augustine, Florida, 32084, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 09/30/2025, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-08 |
Reach out to this advisor