Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-01 |
| FL | RA | APPROVED | 2015-07-14 |
Branch Locations
9000 Southside Blvd Bldg 600, Jacksonville, FL 32256 • United States
One Bryant Park, New York, NY 10036 • 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 | 04/2013 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 08/2019 | Present |
I* 2114261, Entity Type: Entity For ProfitName of OBA: Personal Memoir "Half-Life" - Querying for PublicationAddress: Jacksonville, Florida, 32205, United StatesInvestment Related: NoPosition, Title, Association: Consultant/Independent Contractor, OtherEmployee Start Date: 12/09/2024.No Hours: 12 hrs. weeklyNo Hours during trading: 0Duties: Literary memoir about growing up in poverty, focused on themes of childhood trauma, resilience, and healing. Project includes writing and seeking publication of the full manuscript through traditional publishing channels, as well as submitting related personal essays to literary magazines to build author platform. Expected Responsibilities: - Complete manuscript revisions and edits - Query literary agents for representation - Submit personal essays to literary publications - Engage with potential literary agents and publishers - Participate in standard author marketing activities if published All activities will be conducted outside of business hours with no connection to my role at Bank of America or the financial services industry. Content is strictly personal/creative with no financial advice or industry discussion. No firm resources or information will be used, and project will not interfere with professional responsibilities. I*3898265 Entity Type: Entity For Profit Name of OBA: SubStack Newsletter: "Radical Kindness: Empathy as Rebellion" Address: Jacksonville, Florida, 32205 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 03/03/2026 Number of Hours: 5, Weekly Number of Hours during trading: 0, Weekly Duties: I publish a newsletter on Substack focused exclusively on ethics, philosophy, and personal development. I write essays about ethics, philosophy, and personal development in my spare time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-20 |
Reach out to this advisor