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 | 2012-05-08 |
| TX | RA | APPROVED | 2012-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Augusta | GA | 05/2012 | Present |
| Bank Of America, N.A. | Augusta | GA | 07/2012 | Present |
I*137531 For profit or not for profit: Non-Profit Organization Name of outside business organization: Boys and Girls Club of the CSRA Investment related: Y Address of business: Augusta, Georgia 30904 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 5/1/2021 Number of hours devoted: 1 hour(s) Quarterly Number of hours devoted during trading hours: 1 Duties: Investment Committe. The organiztion hold a small investment account that the executive director would like grow this into more of an endowment and would like some guidance. Accounts are held away from Merrill. AP Wealth Management and Schwab.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-28 |
Reach out to this advisor