Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-10-25 |
| LA | RA | APPROVED | 2016-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New Orleans | LA | 08/2014 | Present |
| Bank Of America, N.A. | New Orleans | LA | 03/2017 | Present |
I*93568FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: BIG SPORTFISHING, LLCINVESTMENT RELATED: NADDRESS OF BUSINESS:METAIRIE, LOUISIANA 70005NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 5/1/2015NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: I AM PART OWNER OF THIS LLC WITH MY FIANCÉ. HE IS A CHARTER BOAT CAPTAIN AND RUNS AND MANAGES THE BUSINESS. I AM A SILENT PARTNER. I*101987For profit or not for profit: For-Profit OrganizationName of outside business organization: Ltd.Investment related: NAddress of business:Metairie, Louisiana 70005Nature of business: Limited Partnership,Position, title, association: Family Held, Start date of relationship: 2/1/2017Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: This is an office building owned by my grandfather's estate. As a resident of Louisiana and heir to his estate, I was asked to be the registered agent of record as well as the Executive Vice President for signing authority for new office leases. I*126823For profit or not for profit: For-Profit OrganizationName of outside business organization: Rainbow Ridge LLCInvestment related: NAddress of business: Slidell, Louisiana 70460Nature of business: LLC,Position, title, association: Family Held, Start date of relationship: 9/1/2019Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Coordinating/Scheduling I*2199430, Entity Type: Entity Charitable, Name of OBA: Women of Fashion, Address: New Orleans , Louisiana, 70112, Investment Related: N, Position, Title, Association: ["Committee"], Employee State Date: 02/13/2025, No Hours: 8 Yearly, No Hours during Trading: 0 Yearly, Duties: Committee Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-23 |
Reach out to this advisor