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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-01-23 |
| CT | RA | APPROVED | 2012-05-02 |
| NJ | RA | APPROVED | 2012-05-02 |
| CO | RA | APPROVED | 2012-05-01 |
| GA | RA | APPROVED | 2012-05-01 |
| MI | RA | APPROVED | 2012-05-01 |
| IL | RA | APPROVED | 2012-04-30 |
| MT | RA | APPROVED | 2012-04-30 |
| VT | RA | APPROVED | 2012-04-30 |
| NC | RA | APPROVED | 2007-03-20 |
| FL | RA | APPROVED | 2002-12-04 |
Branch Locations
3507 Kyoto Gardens Dr, Palm Beach Gardens, FL 33410 • United States
900 S Us Highway 1, Jupiter, FL 33477 • United States
3455 Peachtree Rd Ne Division - Southeast, Atlanta, GA 30326 • United States
660 Beachland Blvd, Vero Beach, FL 32963 • United States
Jupiter, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 11/2002 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-24 |
| S65 | Uniform Investment Adviser Law Examination | 1994-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-04 |
Reach out to this advisor