Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-12-14 |
| TX | RA | APPROVED | 2009-12-09 |
Branch Locations
9000 Southside Blvd Workplace Benefits, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2009 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 02/2018 | Present |
I*10989 For profit or not for profit: Name of outside business organization: Rental Property Investment related: Address of business: Jacksonville, Florida 32224 Nature of business: , Position, title, association: , Start date of relationship: 6/1/2021 Number of hours devoted: 4 hour(s) Number of hours devoted during trading hours: 0 Duties: I*501661 Entity for Profit Name of OBA: K.D. (no separate entity) Address: Jacksonville, Florida, 32224 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 08/15/2018 No Hours: 2 No Hours during trading: 0 Duties: I*503661 Entity for Profit Name of OBA: K.D. Address: Jacksonville, Florida, 32224 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 09/15/2019 No Hours: 2 No Hours during trading: 0 Duties: I*505638 Entity for Profit Name of OBA: K.D. Address: Jacksonville, Florida, 32224 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 06/01/2021 No Hours: 2 No Hours during trading: 0 Duties: I*504518 Entity for Profit Name of OBA: K.D. Address: Jacksonville, Florida, 32224 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 04/15/2020 No Hours: 5 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-08 |
Reach out to this advisor