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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-07-27 |
| TX | RA | APPROVED_RES | 2023-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services | Atlanta | GA | 08/2014 | 09/2016 |
| Suntrust Bank | Atlanta | GA | 07/2014 | 09/2016 |
| First Citizens Bank | Raleigh | NC | 09/2016 | 03/2019 |
| First Citizens Investor Services | Raleigh | NC | 01/2017 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 09/2022 | Present |
| Synovus Financial | Atlanta | GA | 03/2019 | 09/2022 |
| Bank Of America, N.A. | Atlanta | GA | 01/2023 | Present |
I*1021286, Entity Type: Entity For Profit, Name of OBA: InvestEdge, Address: Canonsburg, Pennsylvania 15317, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee Start Date: 01/02/2023, No Hours: 10, No Hours during trading: 0, Duties: test software
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-19 |
Reach out to this advisor