Best Investors
Account
Sign in
501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Orlando | FL | 06/2015 | 09/2016 |
| Morgan Stanley Private Bank, National Association | Orlando | FL | 09/2015 | 09/2016 |
| Wells Fargo Advisors Llc | Orlando | FL | 10/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 07/2020 |
| Jpmorgan Chase Bank Na | Orlando | FL | 08/2020 | 09/2023 |
| Jpmorgan Securities Llc | Orlando | FL | 08/2020 | 09/2023 |
| Jpmorgan Chase Bank Na | Orlando | FL | 11/2023 | 09/2025 |
| Alliance Bernstein L.P. | Tampa | FL | 09/2025 | Present |
| Sanford C. Bernstein & Co., Llc. | Tampa | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-29 |
| S66 | Uniform Combined State Law Examination | 2015-03-06 |
Reach out to this advisor