Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-03 |
| FL | RA | APPROVED | 2022-10-19 |
Branch Locations
814 N A1A Highway Ste 200, Ponte Vedra Beach, FL 32082 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Jacksonville | FL | 06/2009 | 10/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2022 |
| Truist Investment Services, Inc. | Ponte Vedra Beach | FL | 10/2022 | Present |
| Truist Advisory Services, Inc. | Ponte Vedra Beach | FL | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-12 |
Reach out to this advisor