Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-07 |
| TX | RA | APPROVED | 2026-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 08/2012 | 05/2018 |
| Bank Of America, N.A. | Alpharetta | GA | 08/2012 | 05/2018 |
| Fifth Third Bank | Kennesaw | GA | 05/2018 | 03/2019 |
| Fifth Third Securities | Kennesaw | GA | 05/2018 | 03/2019 |
| Voya Investment Management | Atlanta | GA | 03/2019 | 05/2020 |
| Voya Investments Distributor, Llc | Atlanta | GA | 03/2019 | 05/2020 |
| Voya Investment Management Co. Llc | Atlanta | GA | 03/2019 | 05/2020 |
| Wells Fargo Clearing Services, Llc | Alpharetta | GA | 06/2020 | 08/2021 |
| Wells Fargo Bank, Na | Alpharetta | GA | 06/2020 | 08/2021 |
| J.P. Morgan Securities Llc Firm Crd: 79 | Canton | GA | 08/2021 | 07/2023 |
| Jp Morgan Chase Bank, N.A. | Canton | GA | 08/2021 | 07/2023 |
| Fidelity Investments | Westlake | TX | 07/2023 | 07/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2026 |
| Morgan Stanley | Alpharetta | GA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-06 |
Reach out to this advisor