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 |
|---|---|---|---|
| TX | RA | APPROVED | 2013-09-25 |
| GA | RA | APPROVED | 2013-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 11/2004 | Present |
| Bank Of America, N.A. | Atlanta | GA | 09/2013 | Present |
1.FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION2.NAME OF OUTSIDE BUSINESS ORGANIZATION: W A J JR TRUST3.INVESTMENT RELATED: Y4.NATURE OF BUSINESS: TRUST,6.POSITION, TITLE, ASSOCIATION: TRUSTEE, 7.START DATE OF RELATIONSHIP: 7/5/19928.NUMBER OF HOURS DEVOTED: 6 HOUR(S) ANNUALLY9.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 010.DUTIES: CREATED TRUST FOR ESTATE PURPOSES. I*2757284, Entity Type: Entity Charitable, Name of OBA: St. Jude the Apostle Catholic Church, Address: Atlanta, Georgia, 30328, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 08/27/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: I am serving on the campaign committee to reach out to parishioners to raise funds for church renovation church / religious organization. I am serving on the campaign committee to reach out to parishioners to raise funds for church renovation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-18 |
Reach out to this advisor