Best Investors
Account
Sign in
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-05 |
| FL | RA | APPROVED | 2025-01-01 |
| NH | RA | APPROVED | 2023-03-08 |
Branch Locations
9715 Gate Parkway North, Jacksonville, FL 32246 • United States
3450 Clark Road, Sarasota, FL 34231 • 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 | 06/2013 | 04/2020 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2013 | 04/2020 |
| Td Private Client Wealth Llc | Jacksonville | FL | 04/2020 | Present |
| Td Bank N.A. | Jacksonville | FL | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-13 |
Reach out to this advisor