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 |
|---|---|---|---|
| NC | RA | APPROVED | 2002-07-23 |
| TX | RA | APPROVED_RES | 2002-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Asheville | NC | 02/1995 | Present |
| Bank Of America, N.A. | Asheville | NC | 07/2011 | Present |
I*123454For profit or not for profit: For-Profit OrganizationName of outside business organization: Poplar Terrace LLCInvestment related: NoAddress of business: Asheville, North Carolina 28806Position, title, association: Family HeldStart date of relationship: 5/7/2019Number of hours devoted: 0 Number of hours devoted during trading hours: 0Duties: Inherited rental property, no up keep on my part.I*: 2624264Entity Type: Fiduciary roleName of OBA: MR K.H C. TTEE U/A DTD 05/27/1998 BY K. H C.Address: Asheville, NC 28806Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 07/16/2025Number of Hours: 1 hr wklyNumber of Hours during trading: 1 hr wkly Duties: Trustee / Child/Grandchild I*2998266 Entity Type: N/A Name of OBA: Kenneth H. Clark Estate = K.H.C. Estate Address:Asheville North Carolina Investment Related:No Position, Title, Association:Executor Start Date:10/13/2025 No Hours: 1 Yearly No Hours during trading:0 Yearly Duties:Executor for Parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-25 |
Reach out to this advisor